New Year Budget Discussion for Individuals and Businesses

There’s a saying “people don’t plan to fail, they fail to plan”.

Join us for a discussion about family and business budgeting to start off the New Year.

In our discussion there are 3 popular myths we hope to dispel.

1. Budgets are for people in financial trouble.

2. Creating and using a budget is painful.

3. Budgets require many hours of paperwork.

The discussion will be held on Wednesday, January 10th at 2555 East Camelback Road, Suite 600 at 10am. The discussion should last about an hour.

Please RSVP by email or phone to let us know how many attendees to expect.

Feel free to invite friends and family! Hope to see you there!

December 21st, 2017|0 Comments|

Arizona Tax Credit Information

It’s that time of year to get your tax “ducks” in a row.

If you make these donations this year and you normally itemize, you get a tax deduction for charity donations on your Federal return and get a dollar for dollar reduction in your Arizona tax bill. Your refund will be increased, or your liability will be lowered. A great win-win situation for taxpayers. For more information, please click the link below.

Feel free to call or reply with any questions.



December 12th, 2017|Comments Off on Arizona Tax Credit Information|