Trying to Make Sense of your Taxes?
download your Tax Return
Reviewing your tax return may uncover potential new strategies and planning opportunities.
Download this checklist to help you better manage your taxes.
Plan Your Pursuit
Reviewing your tax return can always be an informative exercise to uncover tax planning opportunities.
In this checklist, we outline points to review on your tax return, including:
Review the filing status and its implications.
Review of tax credits.
Review investment income for the prior year, and if there are reporting issues that you need to address in connection with this income.
Review tax-advantaged accounts during the prior tax year, there may be some reporting issues to consider
Check to see if there are state-specific issues to be considered.
This is a comprehensive checklist of the types of issues that should be considered for those who are working when reviewing their tax returns from the prior year.
We believe that your goals and ambitions come first and foremost. Period.
We focus on partnering with young and mid-career professionals, startup families, and recent university graduates with advanced degrees with six-figure household incomes.
We understand your pursuit may not need sophisticated investment strategies or fancy insurance policies. Our services will help you prepare for the next stages in life and for developments that arise along the way. We help navigate the inherent trade-offs between changing careers, buying a home, starting a family, and saving for your goals. We offer personalized services and simple solutions. We do not sell products; we provide advice.
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