by JT Gutcheon | Mar 5, 2017 | financial planning, financial planning services
Connecticut Financial Planning Services
At this time of the year, we are turning out attention toward our tax obligation. Are you doing what you can to make the most of your investments? PBI Insurance suggests it may be time to take steps toward improving your financial future. It is never too soon to seek out a professional to maximize one’s options when planning your investments and assessing future income. There are many reasons to seek financial counseling. For the college graduate just starting to get a career on track, getting a handle on student loan debt and preparing for retirement cannot start soon enough. For the middle aged couple wondering whether to relocate their home or downsize their living space in preparation for retirement living, major life decisions require a plan.
PBI Financial Group provides comprehensive retirement and financial planning services. We provide the individual and business investor counseling on investment strategies and retirement planning. The professional staff at PBI Financial offers our clients periodic portfolio reviews and follow-up. We at PBI invite you to consult with our knowledgeable agents in our centrally located West Hartford office. Our service area encompasses the entire state of Connecticut. Our satellite office is conveniently located on Main Street in Hamden for clients located in the greater New Haven region. Call 860-233-1171 today.
by JT Gutcheon | Feb 19, 2017 | tax consultation, tax preparation services
Tax Preparation Services
Tax Time is creeping up on us once again now that we are in mid- February. In New Haven, Hartford and all Connecticut, your personal or business tax preparation company should be PBI. Tax Planning and Preparation are among our premier services for both individual taxpayers and business clientele. With the Tax Professionals at PBI you will always receive a thorough review of the prior year’s tax return and finds every deduction you are entitled to.
TESTIMONIAL
“I have been a loyal PBI tax client for many years now, and when I started up Advocacy for Patients with Chronic Illness, Inc., a tax-exempt nonprofit, I hired PBI to complete our business tax return as well. PBI is timely, informed, and trustworthy. I value their advice, and know that I will always have a reputable tax preparer standing behind their work. I strongly recommend PBI as a tax preparer for individuals and businesses alike.” Jennifer Jaff, Farmington, Tax Preparation client
When you need a professional tax consultation, you owe it to yourself to call PBI. We bring our integrity, experience, accountability, and accessibility to the fore with every individual and business client. At PBI, we bring decades of experience to the table. We have offices in Hartford and New Haven Connecticut, or one of our agents will be glad to discuss your options at a location of your choice. Call PBI at 860-233-1171 today, and Let us help build your future.
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by JT Gutcheon | Feb 5, 2017 | Uncategorized
Tax Preparation Services in New Haven CT and Hartford CT
Tax Time is upon us once again. In New Haven, Hartford and all Connecticut, your personal or business tax preparation company should be PBI. Tax Planning and Preparation are among our premier services for both individual taxpayers and business clientele. With the Tax Professionals at PBI you will always receive a thorough review of the prior year’s tax return and we pledge each client receives value-added services.
What can you do to prepare for your consultation? It always helps to have your records up to date, be certain you have receipts for expenses. Are your business driving records complete? Keep track of those ‘petty cash’ purchases, continuing education, and meal costs while traveling. Are your payroll, property, local, excise and self-employment taxes paid in a timely manner?
You owe it to yourself to call PBI when you need a professional tax consultation in Connecticut. We bring our integrity, experience, accountability, and accessibility to the fore with every individual and business client. At tax time, you can appreciate a tax consultant that finds every deduction you are entitled to. At PBI, we bring decades of experience to the table. We have offices in Hartford and New Haven Connecticut, or one of our agents will be glad to discuss your options at a location of your choice. Call PBI at 860-233-1171 today, and Let us help build your future.
by JT Gutcheon | Jan 22, 2017 | tax consultation, tax preparation services
When it is time to choose a company for tax planning and tax preparation, call the professionals at PBI Insurance. PBI has three decades of tax planning and preparation services experience. The tax professionals at PBI bring our experience and integrity to each consultation. Business clients and individuals in need of tax preparation advice in Connecticut find PBI receive value-added services which includes free electronic filing, free direct deposit of refunds, refer-a-friend bonuses, and employer-sponsored group discount. PBI will interview each client in depth to discover every possible tax deduction. PBI Agents are thorough: our practice is to review tax returns from prior years.
The professional staff at PBI are happy to be your trusted Connecticut tax experts. We invite you to consult with our knowledgeable agents in our centrally located West Hartford office. Our service area encompasses the entire state of Connecticut. Our satellite office is conveniently located on Main Street in Hamden for clients located in the greater New Haven region. Call 860-233-1171 today.
by JT Gutcheon | Jan 9, 2017 | Uncategorized
PBI INSURANCE
Tax Preparation Services in Connecticut
It’s time to get your income taxes in order again! PBI has three decades of tax planning and preparation services experience. Whether you are a business client or an individual in need of tax preparation advice, you owe it to yourself to call PBI when you need a professional tax consultation in Connecticut. The tax professionals at PBI bring our experience and integrity to each consultation. We establish a personal relationship with every client. Each client is interviewed in depth to discover every possible tax deduction and your prior year’s tax return is reviewed.
The professional staff at PBI are happy to be your trusted Connecticut tax experts. We invite you to consult with our knowledgeable agents in our centrally located West Hartford office. Our service area encompasses the entire state of Connecticut. Our satellite office is conveniently located on Main Street in Hamden for clients located in the greater New Haven region. Call 860-233-1171 today.
We bring our integrity, experience, accountability, and accessibility to the fore with every individual and business client. At PBI, we pledge to bring added value services to the table. We have offices in Hartford and New Haven Connecticut, or one of our agents will be glad to discuss your options at a place of your choice. Let us help build your future.
At this time of the year, we are turning out attention toward our tax obligation. Are you doing what you can to make the most of your investments? PBI Insurance suggests it may be time to take steps toward improving your financial future. It is never too soon to seek out a professional to maximize one’s options when planning your investments and assessing future income. There are many reasons to seek financial counseling. For the college graduate just starting to get a career on track, getting a handle on student loan debt and preparing for retirement cannot start soon enough. For the middle aged couple wondering whether to relocate their home or downsize their living space in preparation for retirement living, major life decisions require a plan.
PBI INSURANCE