Tax Alerts
April 07, 2021
Tax Briefing(s)

Tax Organizers have been sent to SmartVault. 

Tax Season Hours January 4th - April 15th :
MONDAY - FRIDAY 7:00am - 5:30pm Central 
SATURDAY 8:00am - Noon Central
Effective immediately both of our offices will be closed to the public. These are unprecedented times and call for measures we never thought would happen. This is for the safety of all staff, clients, and families of both. 
We will have a locked drop box available at both locations. In Pekin, the drop slot is to the right of the front doors.  In Bloomington, the overnight drop box is to the left of the front doors and during the day the vestibule is open.  There is a large drop box inside along with envelopes, pens and sticky notes if needed. 
Most staff will be working remotely so please call or email us with questions. Please visit our info center for a list of employees and their extension numbers.  
We will continue to provide the same exceptional service we always have. We know this may be an inconvenience for some, but we ask for your patience as we and the rest of the world adjusts to the current crisis. 
We will all get through this. 
Once we know anything regarding extending deadlines or any packages passed that will require adjustment to taxes, our clients will be the first to know.  
Please continue to communicate electronically including using one of our vaults to send your information.  We will continue to use DocuSign for signatures as much as possible. 
We plan to continue working diligently for our clients, but ask for patience as we work through some new processes. 

Welcome and thank you for visiting our Website. In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.

As you browse through our Website, you will see that not only have we highlighted background information on our firm and the services we provide, but have also included useful resources such as informative articles (in our Newsletter section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external Websites that we felt would be of interest to our clients and visitors (in our Internet Links section).

While browsing through our Website, please feel free to contact us with any questions or comments you may have - we would love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions

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