OFFICES CLOSED TO THE PUBLIC
Due to recent events, we are closing all offices to the public until further notice. This was not an easy decision, however some of our staff and immediate family members are high risk. We are encouraging the following options for tax preparation:
- Submit documents electronically. We offer secure online portal, email and fax. Any questions or concerns can be addressed by calling one of our offices.
- Mail in. We strongly advise utilizing tracking when submitting via mail or carrier.
- Drop off documents. If needed, we can come to your car for dropping off or picking up documents. This can be arranged via a phone call.
The IRS has extended the deadline to file tax returns to July 15, 2020.
For any investment concerns, a telephone appointment can be arranged. Most documents can be signed electronically.
We appreciate your patience as additional IRS requirements have increased the time required to prepare returns this year.
Thank you for your understanding during this time and know that we are still here to serve you.
-Village Tax & Financial Services
Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we, at Village Tax & Financial Services, can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Investment and financial services are offered by Bridget A.McRobert through her affilation with Avantax Wealth ManagementSM
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
There are four very good reasons to start investing. Do you know what they are?
Marriage changes everything, including your insurance needs.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Healthy habits are one of the greatest gifts to give your child.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are hundreds of ETFs available. Should you invest in them?
Here is a quick history of the Federal Reserve and an overview of what it does.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are a few things to consider when buying or leasing your next vehicle.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.