2022 - ERB FINANCIAL

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You are here: Home / Archives for Erb Financial

Due Date for Federal Income Tax Returns and Payments Postponed to July 15

Tax deadline for most individuals: Wednesday, July 15, 2020 Due to the coronavirus pandemic, the due date for filing federal income tax returns and making tax payments has been postponed by the IRS from Wednesday, April 15, 2020, to Wednesday, July 15, 2020. No interest, penalties, or additions to tax will be incurred by taxpayers during this 90-day relief period for any return or payment postponed under this relief provision. The relief applies automatically to all taxpayers, and … [Read more...]

Filed Under: Articles, COVID-19 (Coronavirus), Erb Financial, Govt-Legislation, Tax Topics

Change in Business Hours and Practices in response to COVID-19

We have changed our business hours and practices in response to the COVID-19 health threat. We will answer phones between 9:AM and 5:PM Monday through Friday, and Saturdays from 9:AM until 3:PM. We have reduced our staffing levels to allow for maximum workspace and are taking precautions to keep everyone safe, including working from home. As you may already know, we are no longer scheduling appointments and are transacting business by phone, e-mail, and fax. We have a secure drop-box … [Read more...]

Filed Under: Articles, COVID-19 (Coronavirus), Erb Financial

How we are responding to the COVID-19 health threat

We are still OPEN for business. We’ve changed our process for filing your tax returns.         Dear Friend, If your 2019 tax returns have already been completed and filed, you can choose to ignore what follows. It concerns folks with tax returns that have not yet been completed by Erb Financial. It’s hard not to turn on the radio or talk with friend without the coronavirus becoming the main topic. It’s on everyone’s mind. Erb Financial has decided to … [Read more...]

Filed Under: Articles, COVID-19 (Coronavirus), Erb Financial

Flu Season and COVID-19

Flu Season is upon us and the COVID-19 outbreak could be here as well.   We are taking precautions. Erb Financial has never taken flu season lightly, and the new Covid-19 outbreak reinforces the precautions we are taking. We encourage all customers and employees to stay home if they are not feeling well or are sick. All employees practice recommended personal hygiene practices including regular hand washing and disinfecting work spaces. Multiple times throughout the day … [Read more...]

Filed Under: Articles, COVID-19 (Coronavirus), Erb Financial

Epidemics and Stock Market Performance

Epidemics 2020 (Click Here to Open) Dear friends, Given the recent market volatility sparked by concerns surrounding the spread of the coronavirus, we thought we would drop you a note. It is our belief that the effects of this crisis on markets around the world will be temporary and relatively short-lived as similar incidences in the past.  Please refer to the chart on our blog (linked below) which we're hoping helps us all hold to a long-term perspective. Broadly, our recommendation … [Read more...]

Filed Under: Articles, Coping with Market Volatility, COVID-19 (Coronavirus), Erb Financial, Investments/Investing

Medicare Open Enrollment Begins October 15

Medicare Open Enrollment begins October 15th.  ·         Have questions about your coverage choices? ·         Just turned 65 and are new to Medicare options? ·         Need help with your prescription drug plan choices? ·         Are unsure if you’re eligible for EPIC? ·         Want to work with someone who is familiar with your situation? We can help you! Call Sharon or Elisabeth today to schedule an appointment. Available times will fill up quickly. What is the … [Read more...]

Filed Under: Articles, Erb Financial, Healthcare, Medicare

2017 Year End Tax Alert

Open/Read 2017 YEAR END TAX ALERT (PDF document) … [Read more...]

Filed Under: Consumer Alerts, Erb Financial, Tax Topics

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Copyright 2019 - ERB FINANCIAL is an independent contractor who offers securities and advisory services through Excel Securities & Associates, Inc., 200 Canal Park Blvd, Rochester, NY 14623, 585-424-1234 • Excel Securities & Associates, Inc. and Erb Financial are separate entities; There is no common ownership between the two. Excel Securities & Associates, Inc. is a Member of [FINRA] and [SIPC]
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  • Home
  • About
    ▼
    • Our Company
    • Our Team
  • Tax
    Services
  • Investment
    Services
  • Resources
    ▼
    • Helpful Links & Websites
    • Financial Calculators
    • Tax Topics
    • Tax Preparation Checklist
    • Newsletters
    • Forms & Worksheets
  • Blog
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