Estate Assurance

Finally some official word from the IRS regarding Unemployment and ALREADY Filed Returns, Do not file an amendment if the unemployment exemption is your only needed change. The IRS will calculate the adjustment and send the additional refund. As more information or a timeframe becomes available we will keep you informed.

Maybe you caught one of our very own on TV today but incase you didn't, see it here! https://pittsburgh.cbslocal.com//5415734-the-importance-o/

Have you procrastinated? Well good news, the IRS has extended the 2020 tax filing deadline until May 17th. We are available for appointments and drop off filing service. Further details coming about the new tax law as they become available to us. Stay tuned and enjoy the first day of spring!Have you procrastinated? Well good news, the IRS has extended the 2020 tax filing deadline until May 17th. We are available for appointments and drop off filing service. Further details coming about the new tax law as they become available to us. Stay tuned and enjoy the first day of spring!

We are waiting for further instructions and form updates. We will be filing amendments as they become available https://www.irs.gov//new-exclusion-of-up-to-10200-of-unemp

Thank you to our incredible American Equity team for your hard work, resilience and dedication! We appreciate your agility and willingness to collaborate. Thank you for making our One Team a success!

Update: Phones were fixed yesterday The office is getting a late Christmas present next week new phone system! We are having phone issues, please leave a message, send an email or message the office and we will get back to you as soon as possible.

Here is what you need to know about the second stimulus payment. If you haven't received it yet please do not panic! We are here to help with everything from tax prep, insurance, retirement planning and more. https://www.cnet.com//yes-the-irs-has-one-more-day-to-se/

We are scheduling tax appointments and the calendar is quickly filling up! You may come in or drop off your documents, whatever you feel comfortable doing. Please call the office to schedule. 724-532-1884We are scheduling tax appointments and the calendar is quickly filling up! You may come in or drop off your documents, whatever you feel comfortable doing. Please call the office to schedule. 724-532-1884

It has been confirmed that some people have already started to receive the 2nd round of Covid Stimulus checks. There are many scenarios to be played out, so if you dont receive one right away do not panic! Our office is ready to help you navigate your situation and move forward into the new year! https://www.google.com/url