Broker Check

Gov. Evers Announces Federal Approval of Disaster Loans for Small Business

For more information, please follow the link below. 

https://content.govdelivery.com/accounts/WIGOV/bulletins/28264fd

Federal Tax Deferral 90-Day Relief

The IRS has extended the filing and payment due date for federal tax returns originally due on April 15th. Individuals and corporations may now delay filing and paying until July 15th, 2020 without penalty or interest. You must file your return by July 15th or properly file an extension in order for the 90-day relief to apply. 
 


 


In response to the coronavirus (COVID-19) our office will be closed for in-person appointments and drop-offs beginning March 18th through March 31st, 2020. We have a secure drop-box at the front door to receive your tax information. If you would like to send us your information electronically, please call our office to request a link to our secure portal.

Our firm’s top priority is to provide a safe and healthy environment for our clients, employees, and community. We are taking precautionary measures to ensure social distancing as recommended by the Centers for Disease Control (CDC), World Health Organization (WHO), and local and federal governments.

Thank you for your understanding and patience as we continue to work diligently on your behalf under the current circumstances. We will still be available by phone, email, and video conferencing.

Please stay healthy and be safe.

Warm regards,

Daren and Tammy Powers

Meet the newest team member, MacKenzie Zajec, CFP

We are pleased to announce MacKenzie Zajec, CFP has joined our firm, Powers Financial Group, as a Financial Advisor. We believe his new role will enhance our firm’s continued commitment to offering tax-smart investment and financial strategies.

MacKenzie looks forward to serving clients in the New Richmond, Hudson, Stillwater, Lake Elmo, and surrounding St. Croix Valley communities.

We encourage you to introduce yourself to MacKenzie next time you stop by our office or please feel free to give him a call. 

Learn more

Welcome

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.

Investment & Financial Planning

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Tax Preparation & Planning

Years of experience have prepared us to guide you through your unique tax situation.

Learn more

Accounting & Bookkeeping

We offer accounting services that are tailored to your needs and goals.

Learn more