Tax Planning Meetings

-Marriage

-Separation

-Loss of Spouse

All of these have impacts on your tax situation and can drastically change your outcome. 

An increase or decrease in income can change the tax liability. Whether it's getting prepared for an increase or adjusting your withholding to keep extra in your pocket. 

Let's make sure they have your withholding correct! Whether it's change in pay or having a different employer. This can and will impact your tax situation. 

Retirement should be about relaxing! The last thing on your mind should be taxes, so let's get the planning out of the way so retirement can be a JOY!

Whether it is selling your primary residence, rental property, or investment property. Give us a call to get ahead of the capital gains! 

Purchasing a rental property? This comes with a whole new form with tax impact. Schedule an appointment to know which expenses to keep track of to limit your liability. 

Opening up a new business can result in required filing. Give us a call so we can discuss requirements and best methods to keep track of income and expenses.