Every year April 15th sneaks up on us. We always have the best intentions to plan ahead. Get all our receipts gathered, W2’s and 1099’s in order and walk into the tax appointment ready. The issue is always the uncertainty that we may owe a ton in tax. The stress is always there even if nothing has changed from the previous year.
Tax planning takes away that uncertainty with a better understanding of what that raise will do to your tax liability.
What will happen because you cashed in that 401k? How will retirement affect your bottom line? Gleason Tax Advisory offers a full range of planning tools. Our firm makes your upcoming tax filing less stressful and more accurate. Tax planning allows us to potentially reduce any tax burden looming on the horizon before the close of the tax year. If there are any changes in income, job status, family status that have happened or are about to happen give us a call and we can formulate a plan.