It has always been a desire of mine to assist seniors with services that are available to me. One way is to give seniors an opportunity to have their tax returns prepared by my office at a reduced fee. This tax season we have done that and have advertised this opportunity out of our St Petersburg office.
If you are a Senior and wish to have your Income Tax Return prepared by our office please call and schedule an appointment. The Telephone Number is 727-327-0701. Your return can be electronically filed for your convenience. The fee starts at only
$69.00 for the kind of return most seniors must file.
As we progress into this coming year we will be accumulating information for seniors and we will make this available to whoever requests it.
My interest is in Social Security information, possibly a Nurse Advocate, and financial information to help seniors make good informed choices when investing.
Many of my clients are approaching retirement and my advice has always been simple. Don’t invest until you fully understand the product and the person whom you are dealing. Learn about the risks of the product, the withdrawal penalties, and the fees going in and out.
REMEMBER: WHAT YOU NOW HAVE MAY BE ALL YOU WILL EVER HAVE, BE CAREFUL.
