If you are looking to make an appointment between now and the tax deadline, please call the office. We may still have availability that is not showing on the appointment website.
This year marks the 30th anniversary of The 411 Group Inc.!
Steve has been providing unparalleled services and support to our clients in the Greater Richmond area for 3 decades and appreciates each and every one of you for allowing that to happen!
The 2018 Tax Year has drawn to an end, and now begins the process of preparing for tax day this April 15th. Please remember to make your appointments as early as possible to ensure your return will be filed in a timely matter, as spots fill up fast. You can make appointments on this website or call Diana at 804-746-4411.
Tax packets will be sent upon request. If you would like to receive your personalized packet to prepare for 2018 tax season, please email us at firstname.lastname@example.org or call and ask us!
For our loyal clients, we continue to have the opportunity to provide a complimentary financial review covering topics such as Social Security, Income Planning, and Investment Planning outside of the tax services provided by The 4-1-1 Group Inc.
If you would like to schedule your complementary meeting with Jordan, please go to WaltonWealthManagement and schedule today!
Please note that new for the 2017 tax year, each client and their spouse will need to have their driver’s license information in order to be e-filed.
You can make an appointment at the top of this site with Steve as always.
If you would like to book an appointment with Jordan for investments, retirement, or tax returns, you can do so at the link below this post.
If you are in the need for investment planning, retirement planning, or tax planning then make an appointment today with Jordan Walton and Walton Wealth Management Inc.
Services include current portfolio analysis, review current life insurance and annuity policies, and running customized reports on Social Security and income planning.
Jordan’s professional licenses include a Series 65 Uniform Investment Advisor Law Examination and a Life & Annuities Insurance License. He is an Investment Advisor Representative with Gradient Advisors, LLC. Gradient Advisors provide industry leading back office support as well as provide access to the professionally managed portfolios offered to our clients
Click the link below to learn more & make your appointment with Jordan!
Walton Wealth Management Inc.
All returning clients may email or call to request a Tax Organizer to help get ready for your tax appointment. Your organizer will contain your numbers from last year to use as a guide.
Please schedule early for best times. We will start doing 2017 tax year income tax returns on Jan 04, 2018.
Where’s My Refund? – It’s Quick, Easy and Secure..
Roth IRAs offer a number of tax benefits, retirement savings opportunities, and liquidity benefits that often go underappreciated. Remember, you can still set up a Roth IRA for 2017 by contributing before the tax return due date in April. Don’t think it is too late to start using this valuable savings vehicle. If it all feels a bit overwhelming, find a good financial advisor who can help you set up a plan and invest for your future with a Roth IRA.
Please remember to contact S. Jordan Walton of the 4-1-1 Retirement Group, Inc.. for all your investment and retirement goal needs. Jordan brings to the group; the education, tools, and professional support to assist you in planning for a successful financial retirement. With his help, the 4-1-1 Group is able to offer you the best financial, investment, and retirement advise with Professional Tax Representation.
30 years of providing Professional Tax Representation allows for the 4-1-1 Group to incorporate a system that is less taxing on your time and money. Complete SATISFACTION is our goal and mission. The 2016 tax year brings many new changes, to include increased penalties for not having health care. The 411 Group wants to assure you that your tax return will be completed using the most up to date laws and changes to the tax code, including late 2017 December updates. Be assured that Jordan and I complete all required continuing education credits each and every tax year, to include but not limited to, the 2018 Federal Income Tax Update.
********Adverse Weather, if IRS is closed (check www.NBC12.com for government closings), so are we.********