We want to take this opportunity to thank each of you for your confidence in Peterson Whitaker & Bjork, LLC (PWB) over the past year. Our firm has a strong group of talented professionals that enjoy serving you. In addition, we have recently expanded our practice and added some talented people and services to ensure we have the capabilities to serve your needs today and for years to come.
Each year we focus on keeping you on top of new tax law changes and policies that affect you and your family. This upcoming tax season will be one of the most challenging we’ve seen with many new laws and regulatory requirements that have been added for the 2014 tax year. We will need to comply with the new filing requirements for the Affordable Care Act (ACA) and the new repair regulations, to name a few.
PWB is working hard to develop processes and procedures to comply with these regulatory requirements. We are available to discuss these options and strategies with you to limit the tax implications involved and the time required to comply with these new government requirements. We have added articles in our firm newsletter and on our website as well our other social media sites (i.e. LinkedIn, Facebook, Twitter) to inform you of these changes.
We would also like to share some exciting news, effective December 1st Julius & Associates, Ltd merged with PWB. Orlin Julius has been our next door neighbor for the past 12 years, and has served clients in the Plymouth community the past 37 years. We are excited to have them join our group and expand our presence in our community. On August 1st, Todd Taggart joined our firm. Todd had recently retired from Grant Thornton after a 31 year career. He will be leading our construction practice area and utilize his experience to consult with our clients and staff. Erica Lindquist, an attorney and CPA also joined PWB and will be leading our estate and trust service area for our firm. In addition, we have added several new accounting and administrative staff members. We are excited to have them join us to share their talents and strengthen our practice to better serve you. If you have any questions, please call us and we would be happy to discuss how these outstanding professionals will help our firm in servicing your needs. Our website www.pwbcpas.com has also been updated to highlight these great professionals, our firm and our services for you.
While we continue to evolve and grow, our mission at PWB remains the same. We strive to develop a close personal relationship by serving you and meeting your financial needs. We intend to do this by investing in our people, our resources and in our community. Although we are offering additional ways to serve you we have the same professionals, locations and numbers to which you have been accustomed. Our goal is to remain a strong responsive resource to serve your needs.
We look forward to helping you achieve your goals and dreams. We hope you and your family have a blessed holiday season and a Happy New Year. It is an honor to serve you at PWB.
