We are living in an unprecedented time with COVID-19 with information and updates coming at us, at times, hourly.
Our goal as always is to take the complexities of your tax and financial world and make it simple. Providing you with the tools and understanding so you can simply, live.
Below are the articles we have sent out in regards to the changes surrounding COVID-19.
Stay safe, take care of yourselves and your family and let us know how we can help. 541-756-2252
Rod, Tiffany, Angie, Rebekah, Teresa, and Jessica,
It has been a busy week with updates and news pouring in regarding business protocols and government assistance programs. To keep you informed we have put together a summary of 3 prominent tools that you may want to research and use as appropriate. Keep in mind that the SBA is using financial institutions including banks […]Read More
Here are a few articles we thought you mind find helpful if you are receiving Required Minimum Distributions from your investment accounts in 2020 or if you know someone that is. Morningstar: What if I already took my 2020 RMD? AARP: CARES Act Waives Required Minimum Distributions From Retirement Accounts for 2020 Your Merit Team, […]Read More
We hope this update finds you well as you adapt to our new world and all that is required of us to remain safe. As promised, we have another update regarding taxes and filing your 2019 tax return/s. The State of Oregon today put out guidance today about filing 2019 state tax returns and payment. […]Read More
If you are reading this, know that you are so appreciated and thought of during this very unusual time. I have been working from home this last week and each day there is some new piece of information or news demanding my attention. The economy, markets, and coronavirus lead and close every newscast with concerning […]Read More
As promised to keep you informed and current on tax matters, we are putting out another update with good news today. It is important to stay current of all the changes to our financial landscape and to understand how specific events may affect us. Yesterday, in addition to the 90-day extension to pay 2019 personal […]Read More
To keep you up to date on all tax matters, we are sending out further information to help you manage your affairs in this extraordinary time. Please know that as things continue to develop, we will continue to keep you informed. As of yesterday, the IRS has made available a 90-day extension to pay 2019 […]Read More
A lot can happen in a week as we have seen recently. Virus outbreak concerns, school/government closures, stock market volatility, media madness, and grocery store chaos are new challenges we are facing this year. With so much going on, we wanted to reach out to you and include you in on a few of the […]Read More