Tax Tip #168
Year End Tax Planning - Action Required
2023 is quickly coming to an end and as you know, the team from Goldstein & Loggia likes to be proactive in tax planning with our clients.
If you are interested in this analysis then please provide your most recent paystub in order for us to run a tax projection, assuming you are an employee. The paystub(s) can be sent by pdf/email, fax or the client portal. After receiving your information and running the tax projection, you will be contacted via phone or email. Please indicate if you get paid weekly, bi-weekly, bi-monthly, or monthly (if your paystub does not indicate this).
If you are a business owner rather than an employee, please provide a year to date business Profit & Loss statement.
If there is other information that you would like to provide which will help to make this a more accurate projection (ex: capital gains & losses), please do so.
We will then work on tax planning ideas to help improve your tax situation as much as possible.
Also, if you have moved since your 2022 tax return was filed, then please provide your new address & the date you moved if you haven’t already done so.
In addition, if you had any new events this year that you feel will impact your tax return (such as purchasing a home, getting married, or having a baby), please let us know so that we can plan accordingly.
PLEASE NOTE THAT THERE IS A FEE FOR THIS SERVICE.
