Take the guessing out of next year's tax return results
Get your mid-year tax check-up now!
Go into the next tax season prepared and ready to maximize your tax situation by starting the process for getting your mid year tax review. Mid year tax planning helps you optimize your financial standing by providing insight on how your life changes affect your overall tax position, which translates into tax savings and most importantly, no tax surprises during your next tax preparation/advisory meet up. If you would like to plan for not owing taxes when you file your next return, this service is for you:
Complete the form to jumpstart this process, in order to:
- Learn how your tax liability is affected by everyday life changes
- Avoid large tax bills at the end of the tax year
- Maximize your overall financial standing
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 determine your fee and be in contact with you to provide you to review and start planning your next steps in your tax journey!
