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Tel.: 802-362-9000
Fax: 802-362-5113

Appointments

Most of us have plenty of ideas about where we want to go, but could use someone to help us get there. Someone willing to measure their success based on your performance, not theirs. Someone willing to build a lasting partnership with you—not just see you.

If you’re interested in how personalized accounting and financial planning services can help you reach your goals, I invite you to meet with me. I’ll listen to your ideas, hear about where you want to go, and together, we’ll build a plan to help you get there. Call 802 362-9000 to request an appointment.The door’s always open.
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PLANNING FOR SUCCESS

As with most roads toward success, planning is essential, and these dates will help you do that. They’re valid for any given year, except when they fall on a Federal holiday or weekend. Then the date is the next business day.
January 15
Final installment of the previous year’s estimated tax payments due.
February 15
Last day to file a new W-4 to continue tax exemption status from the previous tax year.
February 28
All businesses-file form 1099 for certain payments made during previous year.
March 15
Calendar year-end corporate tax returns are due.
April 15
Income tax returns are due. Last day to make qualified IRA contributions for the previous year. First installment of your estimated tax payments due.
June 15
Last day to file your income tax return if you are living and working (or on military duty) outside the United States and Puerto Rico. Second installment of your estimated tax payments is due
August 15
Due date to file for April 15 and June 15 extensions.
September 15
Third installment of your estimated tax payments is due.
December 31
Last day to establish a Keogh plan in order to deduct a Keogh plan contribution on your tax return.