Broker Check

A New Year, tax appointments, rollovers and investments

January 05, 2021

Hello all,

2021 is a new year full of possibilities and change. The Covid vaccine is approved and being implemented, a new Presidential administration begins, I am back on my keto diet and the office staff is preparing for the beginning of the busy 2021 tax season.

You will soon receive your Organizer that we send out every year to help you prepare your taxes. Your appointment time is listed on the envelope. This year we are offering both in person meetings and Zoom meetings to better accommodate you and make sure you feel comfortable.  For in person meetings we will be wearing face masks and ask you to do the same for everyone's safety.  If you have a scheduled meeting and find that at your appointment time you are not feeling well, we can change your meeting to an online meeting via zoom or can simply talk on the phone or reschedule. 

If you have a 401(k) from a former employer we can discuss rolling it over and can help you plan for your distribution from your retirement accounts so that you can pay the least amount of taxes. I am also available to handle your investments. A high percentage of my Tax clients are also my Investment clients.

If you haven't already, please check out our robust website which is updated regularly and offers many financial videos and a plethora of financial information at We also added a link on the website at the top right for you to log directly into your Avantax account or your Wealthscape account. Should you need any help setting up your Avantax or Wealthscape accounts please set up an appointment with Dawn at 770-396-6556 or email her at

May 2021 bring you and your loved ones excellent health, prosperity, love, peace and joy!

As always, thank you for being my valued client. I appreciate the opportunity to serve you.