Open during these trying times!! Call 970-565-2066 or come by to visit Mary with your stimulus questions.

WHEN CAN I THROW THIS AWAY?

Bank Deposit Slips – after you reconcile your statements Bank Statements – keep for 1 yr or store w tax returns if used to prove deductions Investment Stmts – save annual stmts until you sell the investment 1099s – keep with your tax records for 7 yrs Life Ins Policies – Keep if policy is still in force Social Security…

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Liana has moved on to a full-time position. We wish her all the best and hope she visits us often!! Constance, a Ute Mountain Ute member, speaks fluent Ute and is learning more everyday @ tax preparation. Janet, speaks fluent Spanish and can help our Hispanic members with their tax preparation needs. Call today if you have special language needs.

IRS Director quote – “The words in the IRS Code make sense until you put them in a sentence.”

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Mary Sparks became a Four Corners Financial, LLC majority owner in January, 2020.  She prepared taxes since she was 16 and has prepared taxes at Corners Financial from January 2012 to the present.  She is a true “Money Wizard”.