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Caring for Nest Eggs Since 1994

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Taxes

Dec 28 2021

Tax Tips – December 2021

Personal Financial Planning, LLC logo in Fairhope and Mobile, AL

This edition of our client newsletter is all about tax tips for the upcoming tax season. We've included information about Advance Child Tax Credit, how and why to get an Identity Personal Identification Number (IP PIN) from the IRS, and information on the Federal Solar Tax Credit. Be informed!

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Written by Necie Borroni · Categorized: Client Newsletters, Tax Tips · Tagged: Taxes

Nov 20 2021

2021 Year End Tax Tips

Personal Financial Planning, LLC logo in Fairhope and Mobile, AL

This client newsletter covers 4 topics of importance to everyone who pays taxes. Be sure to let your tax preparer know about cash charitable contributions. Also learn how to set up an IRS online account, read about maximizing your deductions, and see how Biden's Build Back better plan affects you.

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Written by Necie Borroni · Categorized: Client Newsletters, Tax Tips · Tagged: Taxes

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Our Locations

3510 Montlimar Plaza Dr
Suite 200
Mobile, AL 36609

116 Fairhope Ave
Fairhope, AL 36532


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Disclaimer: Investment advisory services are offered in affiliation with Personal Financial Planning, LLC.  We are a registered investment advisory firm in Alabama and Texas, and serve clients in other states as permitted by law.