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CJBS

November News To Know

Dear Clients & Friends, With planning season upon us and year-end approaching, now is the perfect time to get ready for your 2025 tax filings. If you’ve experienced any significant changes this year, let’s connect and make sure you’re well-prepared for what’s ahead. Individual Changes If you experienced any significant life changes in 2025—such as […]
November 4, 2025
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CJBS

October News To Know

Dear Clients & Friends, As we move into the heart of fall, our team is ready to assist you in finalizing your 2024 tax filings. The individual tax extension deadline is approaching on October 15, 2025. If your return is on extension, we encourage you to submit any outstanding tax documents as soon as possible to […]
October 1, 2025
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September News To Know

Dear Clients & Friends, September is here—and so is extension season. If your return is on extension, please send any outstanding documents now to keep filing smooth and on time. How to Send Documents (Securely) Upload via the Client Collaboration HUB, Client Portal, or ShareSafe. Our team can help if you need access or a […]
September 9, 2025
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August News To Know

Dear Clients & Friends, August is here, and our team is already focused on a smooth fall filing season. Extension Deadlines Time to get organized! September 15 (business) and October 15 (individual) are around the corner. Send any outstanding tax documents now so we can finalize your return without delay. Questions? Your CJBS advisor is […]
August 6, 2025
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July News To Know

Dear Clients & Friends, We hope your Fourth of July was both safe and memorable. To mark the holiday, our team wrapped up early on July 3 so everyone could recharge and spend quality time with family and friends. Mid-Year Financial Check-In The halfway point of the year is the perfect moment to review your […]
July 10, 2025
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