For your convenience, We have compiled a list of questions often asked by new clients. If your questions are not answered here or you need further information, then please contact us via e-mail or via phone at 603.382.8867 and we’ll be happy to help you. We look forward to hearing from you soon.
January 15-April 15
Monday – Friday 8:30am-5pm
Wednesdays after 5:00PM by appointment.
April 16-December 31
Monday – Thursday
- Why doesn’t P&M sell insurance and retirement plans?
It’s about being the best. We’re accountants, not insurance salespeople or fund brokers. We’re experts at what we do and that’s managing taxes and strategic business consulting.
- To us, dabbling in other facets of your finances would be a conflict of interest. Our primary goal is to assure the financial growth of your business.
- What if I need insurance or financial planning? Can P&M refer me?
Absolutely! We have established a wide network of qualified professionals that we can recommend for your other business needs such as insurance and retirement plans.
- What services does P&M provide?
We provide assurance and accounting, tax compliance and consulting, and strategic and business consulting services to a wide variety of clients in New Hampshire, Massachusetts and the New England region.
- I have a new mailing address. How do I let the IRS know my new mailing address?
You can use Form 8822 to notify the IRS if you changed your home or business mailing address or your business location.
- How much does P&M charge to prepare and file my taxes?
Our fees are based on the complexity of your tax return. Complex tax returns take longer to prepare, so fees are higher. Please contact us for a free initial individual (1040) consultation.
- Should I update my IRA or Pension or Life Insurance Beneficiary?
Make sure you update IRA and Pension and Life Insurance beneficiary forms. If you don’t your spouse and family may wind up with nothing.
- Should I hold on to an old U.S. Savings Bond?
Find out what the bond is worth and if it is still earning interest by using the free online savings bond calculator on the Bureau of Public Debt’s Web site: www.publicdebt.treas.gov.
Go to the site and click on the savings bonds option, and click below on the savings bond calculator, under “What Are Bonds Worth.” Then click on “Get Started.” Type in your bond’s series, denomination, serial number and issue date to determine the current value. The savings bond calculator also will alert to when interest on the bond will be paid next and the date the bond reaches final maturity, meaning when the bond has accrued all possible interest.
If your bond has reached its final maturity date, then you should redeem it at your local financial institution. If your bond is still earning interest, then you may want to hold on to the bond until it reaches final maturity.
Year-End Tax Tips..
- What is the deadline for opening an IRA to make a deductible contribution for the prior year?
If you give appreciated property to charity, you’ll get to deduct the full market value.