Scams and Identity Theft

Here are some resources to keep you updated… Phone scams, email phishing scams, and identity theft continue to grow and become more sophisticated. We are providing information courtesy of the IRS and the Indiana Department of Revenue to assist you. We will also...

Blog Content Library – 2021

Quickly find the information you need in our blog library of helpful tools, tips, and resources. If you have questions about anything, please contact us. Click the title to access each blog.   Financial Planning and Investments • Important Tasks to Complete When...

The future of your taxes

The IRS has gone digital. Information from IRS.gov – The Internal Revenue Service launched a new feature that will give taxpayers digital control over who can represent them or view their tax records, a groundbreaking step in the agency’s expansion of...