With Shred Day approaching and in the spirit of spring cleaning, we wanted to share some tips on organizing your files. Remember to dispose of your documents securely. Below is a summary of the key documents to keep and for how long: Income Tax Returns: Keep at least three years of state and federal tax…

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We want to wish our fantastic Client Service Representative, Debbie Risk, a very happy retirement! Debbie’s last day with us was Friday, March 12th. We wish her the best! When you visit the Richland office, you will now be greeted by our newest Client Service Representative, Jacqueline Cremen.

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The American Rescue Plan Act (ARPA) was passed and signed into law last week to provide additional relief to individuals and businesses. Below is a summary of a few of the key pieces of the act. If you have any questions on how these provisions may affect you, please feel free to reach out to…

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All of us at Leonard Rickey Investment Advisors want to welcome and introduce our newest member of the team, Jacqueline! Jacqueline started working at Leonard Rickey Investment Advisors in February 2021. She has over seven years of experience in customer service and office experience. She recently moved with her Partner, Estefani, from San Diego California…

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As you or your tax preparer start to work on your 2020 taxes, there are a few things we wanted to remind you. 1099s – TD Ameritrade is releasing 1099s in waves. The first wave of 1099s was released on January 14th. The second wave of 1099s released on February 5th, and the third wave…

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The new year is here and so is 2021 Key Financial Data! Click here: Key Financial Data 2021 to download a summary of the updated limits and rules for the new tax year. Feel free to give us a call with any questions.

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