March: Money Talks Monthly

We’re approaching the end of the first quarter, which means that warmer weather is getting closer, but so are tax filing deadlines! 

Fortunately, a little preparation (well, a lot!) has gone a long way to enhance the systems we have in place, so we can further streamline the filing process for you. 

That said, we greatly appreciate your patience and cooperation over the past several weeks as we implemented software and system upgrades, which required you to confirm and update your personal contact information. 

And, now that our information technology upgrade is complete, we’re excited to be providing you with even more efficient organizational tools and secure information sharing options.  

As you utilize your SmartVault portal to securely upload information for annual and/or quarterly taxes, please remember that a wealth of resources*, including a link for scheduling a virtual meeting with us, and tools, like tax organizers, are also available on our website. 

*Please see below for quick access links. 

Again, thank you for trusting in and partnering with us for your personal and professional financial needs. As always, if you have any questions, please contact Laura Hunter at taxadmin@gsm.biz.

Warmly, The GSM Advisory Group

• March 25th: Data Due to GSM (and Greek Independence Day!)
• April 15th: 1st Quarter Payment Due
• June 17th: 2nd Quarter Payment Due

We’re Here For You!

If you are a current or returning client and would like to meet in-person at our office,

we are offering 30-min. sessions on Saturdays,

now through March 23rd, between Noon and 4 p.m. 

To schedule a date/time, please click here.

Commit to a deadline. Goals without dates are dreams. Having a deadline; however, will allow you to create a schedule by which to work on, and complete, your action items.