(508) 746-4663

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One Park Place, Suite 3A

Plymouth, MA 02360

(508) 746-4663

By Fax at:
(508) 746-4889

If finding important financial statements and other documents sends you searching through shoeboxes and overstuffed drawers, you are in need of a “financial organizing” makeover. Time spent gaining control of your financial records will pay off in the long run. Good recordkeeping can:
• Make tax preparation easier and remind you of deductions you might otherwise overlook
• Back up documentation may save you taxes, interest charges and penalties if the Internal Revenue Service (IRS) ever questions your return
• Give you a better handle on your overall financial position and help your CPA identify financial and tax planning opportunities
• Provide loved ones with a roadmap to your financial affairs if you die or become incapacitated

For more information on how to better organize your financial records, give us a call today!