2015 Tax Season is here!

Happy New Year and welcome to Tax Season 2015! As always, we are committed to helping you strengthen the financial side of your life. As a loyal client of our company, we value your business and make great efforts to provide you all the tools needed to achieve your tax and financial goals. To help ensure those results, we’ve included some forms and guidelines to help with your 2014 income tax preparation. Please take note of our NEW ADDRESS as well!


New Locations: 

Kierland - As many of you already know, we recently moved our office location just three blocks away. We are right across the street from the Westin Kierland Resort on Greenway Parkway at 6929 E. Greenway Parkway, Suite 170.

Santa Clara - We are also proud to announce our newest office located in Santa Clara California. Upon great consideration, we aquired the Santa Clara location with much excitement. We have a great team of both tax and financial professionals ready to assist you. Mike Lee is heading the financial division as our new Financial Advisor and we also have Belinda Trense heading the tax division as our Office Manager.

Affordable Care Act (ACA) Impact: As you may have heard, one of the most significant issues of this Tax Season will be the tax impact for some of our clients resulting from the implementation of the Affordable Care ACT (ACA). If you do not have health insurance, or have purchased health insurance through Healthcare Marketplace (Healthcare.gov), there will be additional forms to file for this year. Rest assured we are experts in the tax impact of the ACA, and will guide you through this process this year as well as educate you on the potential tax implications from this new law in the future.

Referral Program: We feel our best new clients come from referrals from our existing clients. To show our appreciation, when you refer a new client to us, we will give you a $25 gift card from a wide variety of options. In addition, the person you referred will get a $25 discount on their first year tax preparation fee.

Financial Check-up (Included in your tax preparation fee): As an added value to having your taxes prepared by us, you have the opportunity to meet with one of our financial advisors to discuss any other financial questions or concerns you may have. We are here to assist you with your overall financial well-being---complimentary with your tax preparation.

Additional Forms Available: For those clients that would like to receive a checklist and other helpful forms to prepare for your tax appointment, there are a few ways to get them. You can go to the About Us tab and click on the Tax Appointment Checklist to view what's new. You can also request a copy by email or calling us. We will be happy to provide you with whichever additional forms you require.

As always, thank you for your continued support of our company and we look forward to seeing you this Tax Season!



Frank J. Calise