Take the guessing out of next year's tax return results
Get your mid-year tax check-up now!
Stay proactive and take control of your tax situation before the year ends! Our Mid-Year Tax Review helps you optimize your financial standing by assessing how life changes impact your tax liability—so you can maximize savings and avoid unexpected tax bills.
If you want to minimize what you owe and eliminate surprises when filing your next return, this service is for you!
Complete the form to jumpstart this process, in order to:
- Understand how life changes affect your tax liability
- Avoid large tax bills at year-end
- Maximize your overall financial position
Please be sure to upload any helpful documentation via our file share portal. Some information we'll need are as follows:
- Your two most recent pay stubs (for you and your spouse, if applicable)
- Details of any retirement plan withdrawals this year
- Estimated bonuses you expect before year-end
- Statements for recent stock sales or other asset sales
- Any other relevant income documentation
There is a fee for this service, determined by the complexity of your tax situation. Once we review your information, we will provide a quote and guide you through the next steps to optimize your tax outcome.
Start your Mid-Year Tax Review today—complete the form and take control of your taxes now!
