Let's take the last stretch into the next tax season
Jumpstart your pre-yearend tax planning now!
Constant tax law changes makes getting your pre-yearend tax analysis even more critical than it ever was before. Pre-Yearend tax reviews generally take place during the month of October. This leaves a few more months left to implement a few relevant tax strategies that could help you either minimize your tax liabilities, avoid the IRS penalties and interest, or maximize your personal and/or business deductions.
Complete the form to start this process, if you would like to:
- Obtain a last minute look at your overall tax position
- Avoid large tax bills at the end of the tax year
- Maximize your tax savings through the use of relevant tax strategies
Please be sure to upload any helpful documentation via our file share portal. Some information we'll need are as follows:
- Last two most recent check stubs for yourself and your spouse, if applicable
- Information on retirement plan withdrawals made during the year, if applicable
- Estimates of any bonuses you anticipate receiving before yearend
- Statements detailing recent stock sales or sales of any other assets
- Any other documentation that helps us to have the most complete picture of your income for the year
There is a fee for this service. Fees are determined based on complexity.
Once we process your information, we will be in contact with you to review and start planning the last steps in your journey into next tax season!
