Keep up to date on the latest tax and accounting news and updates to our firm.
Client Update Newsletter: January 2023
It's tax time! In the next couple of weeks you will be inundated with W-2s and various informational tax forms like 1099s. By paying attention to them, ensuring their accuracy, and that you are getting them all, you will be miles ahead in getting your tax return done. Spend a minute reviewing ways to get your tax information organized. Then consider some alternatives to the traditional new year's resolution craze.
All this plus new inflation adjustments are providing a retirement contribution opportunity for those who plan, plus ideas on resolving common financial surprises that will take the sting out of most of them.
As always, feel free to reach out with any question or comments.
- It's Tax Time! Tips to Get Organized
- Alternative Ideas to New Year's Resolutions
- Plan Your Retirement Savings Goals for 2023
- Correcting Common Financial Mistakes
Please contact us with any questions.