News & Updates
Check here often for News and Updates from your friends at Metzler Locricchio Serra & Company, P.C.
We would like to inform our valued clients and professional partners that Joe Serra, along with Monica Malloy and Nick Zobel, have transitioned the sale of Joe’s client base to UHY Advisors MI, Inc.
We extend our best wishes to them as they begin this new chapter in their careers and wish them continued success in their future endeavors.
Our firm remains fully committed to delivering the same high standard of service and responsiveness our clients have come to expect. Our operations continue without interruption, and our team is available to support all client needs. For any questions or assistance, please contact our office.
Did you tie the knot or get divorced in 2018? Did you change your name? A common issue we come across has to do with just that, and it can result in issues filing your taxes, receiving a refund, etc. All you should need to do is change it with the Social Security Administration to avoid such foibles. Check out this one minute video from the IRS to find out how. Give us a call if you have any questions.
Have a Flexible Spending Arrangement account with your employer? Do they offer the carryover or two and a half month grace period? Watch this short video to learn more, inquire of your employer, and let us know if you have any questions about FSAs, health savings accounts that are also very beneficial, or any of your tax or accounting concerns.