Proto Financial Group

04/15/2026

Tax Day Is Here – and So Are Extensions! If you’ve already filed and ended your yearly business with the IRS, congrats! If you are filing extensions, congratulations on getting that process underway. Alongside your tax professionals, we wish you a timely resolution to this yearly ritual.

04/13/2026

One of the best things about a federal tax extension is that you don't need to provide a reason why you need an extension on filing your taxes. Use a tax extension if you:
- Are traveling out of the country
- Have a family emergency
- Don’t have the necessary paperwork collected

03/21/2026

April 15 is only 25 days away! Just a friendly reminder that Tax Day is just around the corner. While many may have their ducks in a row, tax-wise, today is a good time to connect with your tax professionals to confirm you've met all the deadlines or make any necessary arrangements!

03/17/2026

Wishing you a bit of luck and good fortune today.

03/11/2026

It would be a lot easier if investing for retirement could simply be "set and forget," but in reality, your investment strategy should shift over time and with changing life circumstances. One of the many ways we can work together beyond taxes is by helping ensure your strategy and situation stay in alignment.

03/09/2026

03/07/2026

Don't forget to spring forward! Daylight savings time begins at 2:00 a.m. on Sunday, March 8th.

03/06/2026

🌟 Happy Employee Appreciation Day! 🌟

Today, we honor and celebrate dedication, passion, and hard work. Whether you're working from home or in the office, your contributions make a difference every day. Thank you for all that you do! 🙌