Planning Time

Now is a good time to review your taxes.  There are many planning strategies available now that can save you money when “tax time” rolls around.  Please consider tax planning if you have any of the following issues:

  1. Self-employment income
  2. High state income taxes
  3. Large charitable contributions
  4. Capital gains and losses
  5. Retirement funds

This is not an all-inclusive list.  If you have any questions regarding these or other issues, please contact our office to set an appointment.  We are looking forward to assist you with all aspects of your taxes.