Planning matters

Thanksgiving and we are stuffed!

You know that feeling, a stomach full of delicious food and pants that just don’t stretch.

We had that feeling at Johnson Bixby even before Thanksgiving! We’re full! In just six years at our Main Street location, we’ve practically doubled in size, and we’re bursting at the seams. Thanks to you, our fabulous clients, we keep receiving wonderful referrals. That’s great news—but only if everybody can work comfortably.

You deserve the best of the best in all we provide. You want more meeting space options? More staff available for questions? We’ve devised a plan to solve these wonderful challenges in the long run.

Step #1:

Our tax practice, Integrated Tax Services (ITS) acquired a local firm of tax professionals, Currie & McLain.

Of course, we can’t fit them into our current space so they will remain at their current office a block south of our current location. Melissa and Becky are already working to prepare for tax season and will remain at 1201 Main Street. A stronger team = faster tax prep, expanded service offerings, and a greater diversity of resources.

  • How do we solve the need for space after tax season?
  • Where will you meet with our newest CFP®, Patricia Young?
  • Where do we hold education seminars?

Step #2:

Remodel the Main Street building. A larger space = greater resources, better technology and security, a community space, and more comfortable meeting options.

That’s a lot of good news! There are still details to work out, but we are certain you’ll be pleased with the benefits you’ll receive from these changes. We’ll share updates regularly to keep you in the loop. No doubt, 2018 promises to be an exciting year for all of us!

 


Take a Look At Johnson Bixby’s Website!

We are delighted to share the refresh of our website. As Johnson Bixby grows and evolves, it’s our goal to provide our clients, and prospective clients, an easier way to learn about Johnson Bixby and the services we provide.

Check it out here: www.johnsonbixby.com

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