What will be different this tax year?
Turning Point was recently voted “Best Tax Prep Company” by the readers of the Frederick News Post. We are excited to integrate their technology into your tax return. This should enable:
- A smooth process for signing documents electronically
- Additional software to find potential tax deductions
- Additional staff to answer questions
- Option to pick up/drop off documents still exists
- More parking spaces and ADA compliant accessibility at our Frederick office
How does technology help with my annual taxes?
The technology resources help you:
- schedule meetings easily
- quickly provide information that is needed
- upload any documents requested for your taxes, and
- sign and submit your tax forms virtually.
This is very convenient for most people, but you can still do things “the old-fashioned way” if that works better for you!
What about the additional services?
As a tax client, you are entitled to Turning Point’s other services too. Other areas we can now help you are including but not limited to:
- Retirement advice and planning
- Investing advice
- Insurance policies review
- Business and individual financial planning
- Business valuation services
- Values driven investment options
So, if you have a specific question or just want a general overview, simply call or email our team to talk it over with someone who can help. (We don’t charge when you contact us – so please call or email when you need us!)
Where is the Turning Point Office?
The Turning Point office is conveniently located on the Westview side of Frederick at 7210 Corporate Court, Suite A, Frederick, MD 21703. We are just a few short minutes from I-270 and I-70. Although we are local, we do serve clients across the country and even internationally.
Tell me a little bit about Turning Point’s history?
Turning Point Financial is a woman owned business that was founded in 1994 by Kathy Troxell and Tom Pignone. The team is passionately committed to making a positive impact by doing good in the world. Doing good in the world is important, and since all people are made in the image and likeness of God, we strive to treat all people with dignity. The growing team has embraced this commitment and is continually working to find meaningful and creative ways to achieve the shared goal of serving clients and doing good in the world. Each team member uses their own unique skills to find creative ways to impact others – a process that continues to evolve and is an inspiring journey!
Turning Point is a fully integrated financial services firm that offers four basic services:
- Taxes & Accounting
- Insurance/Risk Protection
- Investments
- Financial Planning
