Year End Tax Planning - Personal

January 2017

Dear Friends,

HAPPY NEW YEAR!  We hope last year was a good year for you and your families and that 2017 will be even better.

Yes, it’s TAX TIME and we’re getting ready. With a new President coming into office this year, we can expect a number of tax changes to occur. Therefore, this is a good time to get everything in order for your taxes.

Some other items that you should note or be aware of:

  • SCAM ALERT! Please remember, the IRS or state will never e-mail or call you to request information or demand payment. Do not give anyone your personal information or make any payments over the phone. Call us immediately if this happens to you.
  • IDENTITY THEFT is on the rise. If you have been a victim, please make sure we have your IRS PIN number to electronically file your return. The IRS sends out a new PIN each year.
  • AFFORDABLE CARE ACT is affecting all of us. If you received a Form 1095 from any issuer, we must have a copy to complete your return, especially if you received any advanced tax credits.

We are enclosing our 2016 TAX ORGANIZER. Please take time to review it and fill in as much information as you can. This helps us prepare a complete and accurate return. Then, start gathering all your information. When you have it, you can drop it off, mail, fax or email it. Appointments are also available if needed. Please give us your ORIGINALS OF ALL DOCUMENTS.

Remember that we offer a full range of professional services and can help you with financial, estate and retirement planning, as well as health, life, disability and long-term care insurance. In addition, our expansive list of business clients allows us to recommend a wide array of professionals in the construction, service, retail and wholesale trades. Please feel free to contact us or MASCHERINO FINANCIAL, LLC at (484) 734-4444 if we can help.

I again want to THANK YOU for putting your faith in me and the gang; Tina, Kim, Stacey, Maryellen, Sharon, Sue, Betty and Bill. It really means a lot. As always, if you have any questions, do not hesitate to give us a call or visit our website at



341 E. Lancaster Avenue, Downingtown, PA 19335 • 610-269-6833 • 610-269-7983 (Fax)
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