Market Update Webinar | May 9, 2024

        Moceri Minute We have seats still available for the Market Update Webinar on Wednesday, May 15, 2024, from 6:00-7:00 p.m. Join us for an insightful webinar discussing what history teaches us about epic market events, learn about time in the market vs timing...

Spring Office Hours | May 2, 2024

        Moceri Minute We have started our Spring hours. Our office hours for Spring and Summer will be Monday through Thursday 8:00 a.m. – 4:00 p.m. and 8:00 a.m. – noon on Friday.  Please call our office if you need to schedule an...

Tax Returns Processing| April 18, 2024

        Moceri Minute The IRS is still processing tax returns and sending out tax notices. Just a reminder, the IRS’s initial contact with you will never be a telephone call or email. You will receive a letter in the mail from the IRS if they have an issue with your...

3 More Days Until 4/15! | April 11, 2024

        Moceri Minute There are still a few days left to file your personal income tax return extension. You can request a six-month extension to file your personal returns, however, if you have a tax liability, you need to pay the tax with the extension.  Contact our...

Tax Scam Alert | March 7, 2024

        Moceri Minute IRS again warns the public to watch out for tax scams. There is an increase at this time of year of scammers trying to impersonate the IRS. Remember, the IRS will not contact you via a telephone call, an email, or a text as their initial contact...