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 plannning, retirement planning, or tax planning then make an appointment today with Jordan Walton and the 4-1-1 Retirement Group Inc.
Services include current portfolio analysis, review curent life insurance and annuity policies, and running customized reports to be sure you are on the right path for your financial goals.
Click the link below to learn more & make your appointment with Jordan!
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.********