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: Continue reading… Continue reading… Continue reading…