To download a tax organizer or the Salvation Army Donation Schedule please click on this Tax Organizer link.
Office Hours
Monday-Friday 9AM-4PM
Please note that we may be operating remotely during our office hours.
Saturday - Sunday: Closed
For over two decades, we have helped our clients grow their businesses, manage their taxes, and pursue financial security. Today's investment climate offers unprecedented opportunities. At the office of Christopher Dillon, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
1. A clear understanding of their financial goals
2. A well-defined roadmap for pursuing those goals
3. Ongoing advice to help adjust their roadmap when their needs change
Newsletters
-
Read a Good Beige Book Lately?
The Federal Reserve’s Beige Book provides a concise narrative overview of the economy in each of the 12 Federal Reserve Bank Districts and is readily available to the public.
-
Eight Ideas for Smarter Holiday Shopping
Whether shopping online or hitting the mall this holiday season, these tips might help save time and money.
-
Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?
In 2023, large bank failures brought renewed attention to the risks banks take to earn money, the role of the FDIC, and the insurance that covers customer deposits.
Calculators
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.