Tax Season Starts Now
Stop crossing your fingers in the spring
Tax returns are reflective of a year that is over. It’s hard to change the past. In order for us to create the best strategy for your business, tax planning ahead of time and throughout the year is key.
Here’s the plan
-
✺
Complete review of your prior year tax return for accuracy and opportunities for savings
-
✺
Hand off the tax documents that are sitting on your counter or stuffed in your desk drawer
-
✺
Complete your organizer (simple! short!) to confirm I have all necessary information
-
✺
Schedule a meeting in-person or over the phone to review the current year’s return
-
✺
Complete, fool-proof plan for tax estimates due in the year to come
-
✺
Suggested strategies and forecasts for the year ahead to make next tax season even better
Get in touch.
More questions about tax consulting? Reach out by providing your email and any details you’d like to include.