Tax and financial planning professionals typically have two busy seasons — the February-April crunch, as clients push to file their taxes by mid-April, and August-October for extensions (mostly corporate filers). This raises the question of where professional like us go and what we do in the summer.

Here at Stees, Walker & Company, LLP, we stay put and continue to work hard for our clients. As your tax and financial planning firm, we take advantage of this lull in the rush to conduct complementary mid-year planning meetings with clients in a more relaxed atmosphere.

Summer is the perfect time for us to discuss a financial tune up, and this year it is especially important since we are all facing unusual financial situations. The next three months give us the best opportunity to listen to your concerns, hear about any opportunities you’re interested in pursuing, and help you prepare approaches to take you from potential crises to recovery and beyond.

As a part of your tax and financial planning team, we listen for what matters to you and what you want your financial future to look like. Once we understand where you’re at financially, and where you want to be in the future, we work closely with you to reduce your tax bill and ultimately increase your net worth.

This year’s complementary mid-year meeting gives us an opportunity to re-evaluate your financial profile and enhance your financial journey by covering a range of topics — all of which are important pieces in your financial profile. During this one-hour meeting, we focus on the following three outcomes:

  • Enhance your peace of mind by ensuring that no stone has been left unturned in addressing key current and future financial matters
  • Increase your net worth by finding ways to increase the value of what you own, while decreasing what you owe
  • Cut your taxes, so you keep more of your money

This year, because of physical distancing recommendations, we’re conducting mid-year meetings using Zoom or FaceTime — allowing you to meet with us from the comfort of your home or wherever is most convenient for you. Timing is key. The next three months are just as important as the next three years in terms of your long-term financial future. Making moves now could make a world of difference three or more years down the road.

As these consultations are highly valuable, the available time slots will soon be filled. It’s important that we schedule your meeting with Laura or Marni as soon as possible so that you secure the most convenient date and time for you! We hold these meetings only in June, July, and August, so we encourage you to schedule your appointment now.

Take the following steps to schedule your complementary mid-year meeting:

  1. Visit SteesWalker.com/contact.
  2. Click Schedule Your Appointment Online.
  3. Choose Mid-Year Appointment (free).
  4. Enter the requested information, including the desired date and time, whether you’d prefer to meet with Laura or Marni, your name and contact info, and how you’d like to meet (in-person, over the telephone, or by video — Zoom or FaceTime).
  5. Click the Book button.

Thank you in advance for your time. We look forward to meeting with you soon.