07/06/2016
It is the middle of summer and the thoughts of taxes are way in the back of everyone's minds. Extensions aren't due until October and nobody wants to be digging out W-2's to bring in to me. It is a great time to do some tax planning, however. Have you had changes in your circumstances? Income higher or lower than last year? Just get married? Retired? Give me a call and I would love to help you adjust for any tax surprises that may await you.