06/16/2026
📄 Withholding Adjustments
Big refunds may sound exciting, but they can also mean you’ve been overpaying taxes throughout the year.
On the other hand, under-withholding can lead to unexpected balances due.
Changes like marriage, additional income, bonuses, retirement income, or multiple jobs can all affect your withholding strategy.
Before making changes to your W-4, we recommend consulting with the Bayerkohler CPA team so adjustments align with your overall tax goals.