Emelia Mensa’s Tax Preparation Checklist

tax preparation

I shared my “resolutions” last week, and it was really nice to see the response, and to know that many of our Connecticut clients are equally excited for the opportunity to put new legs to a new year … and to make 2017 (much) better than 2016. I remember seeing a study in the Journal of Personality and Social Psychology … Read More

Emelia MensaEmelia Mensa’s Tax Preparation Checklist

Leaving your job? Consider these options for your retirement plan balance.

If you’re leaving your job and you have a retirement plan (other than a defined benefit (pension) plan), you generally have four options for your account balance: 1. Leave your money in the plan You may want to keep the balance in your old plan, especially if: you like the plan’s investment options, the plan has low fees, or you … Read More

Emelia MensaLeaving your job? Consider these options for your retirement plan balance.

Emelia Mensa’s New Year’s Resolutions

New Year's Resolutions

Well, here we are in 2017. Rather eerie, in my opinion. As the holidays wind down, it means no more extended family (which might be a relief?), no more parties, no more presents. Just … daily life in Connecticut. And, in my opinion, this coming week is actually crucial to how the rest of your year goes. Why? Because intentions … Read More

Emelia MensaEmelia Mensa’s New Year’s Resolutions

Let’s Start a Conversation…

Emelia Mensa here, your tax professional. I know that we haven’t posted much before, but starting this week I’m hoping that you and I can have a conversation. You see, there hasn’t been an environment like the one we’re now facing in this economy and in our nation for quite a while. The fact is-I know you’ve got questions…about personal … Read More

Emelia MensaLet’s Start a Conversation…

I’d Like to Talk About Your Business…

Emelia Mensa here, your tax and accounting professional. I know that we haven’t posted much before, but starting this week I’m hoping that you and I can have a conversation about your business. You and I both see the headlines. Questionable government decisions, taxes sure to rise in the next few years (whether or not it will really help the … Read More

Emelia MensaI’d Like to Talk About Your Business…