Its tax season so get organized….

If its February, it means that your W-2 and other tax documents are starting to arrive in the mail.  So, its a great time get organized… in preparation for completing your 2014 tax return, but also to update your financial plan.    For your convenience, attached is 2014 tax organizer. 

2014 Individual Taxpayer Organizer -RFA

If you have any questions or are interested in either creating or updating your plan, please feel free to contact us at RFA –    And please note, while we do not prepare tax returns, we will work with your current tax accountant and /or refer you to one of the accountants we work with.