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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:

  1. Submit documents electronically. We offer secure online portal, email and fax. Any questions or concerns can be addressed by calling one of our offices.
  2. Mail in. We strongly advise utilizing tracking when submitting via mail or carrier.
  3. 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

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Money that Buys Good Health is Never Ill Spent

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Social Security: By the Numbers

Social Security: By the Numbers

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The Cost of Procrastination

The Cost of Procrastination

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Critical Estate Documents

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Year-End Charitable Gifting and You

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Four Great, Unexpected Places to Raise a Family

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Is Term Life Insurance for You?

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Use this calculator to better see the potential impact of compound interest on an asset.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

Roth 401(k) vs. Traditional 401(k)

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Saving for Retirement

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

No Cash, No Checks, No Problem

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