Have you started thinking of your 2020 income tax situation?
Now that the 2019 tax filing deadline has officially passed, it is a good time to review your 2020 income tax situation. We will be contacting many clients in the coming weeks regarding your 2020 tax situation, however, if you would like us to assist you with your tax planning to avoid surprises in filing your 2020 income tax return, contact us and we can assist you with calculating your 2020 income tax liability or refund based on your year-to-date information. We highly encourage everyone to do this, however, if you had a change in your personal situation, i.e. you got married/divorced, you had a child, you changed jobs, or you collected unemployment it is extremely important to review your tax situation to avoid unnecessary penalties.
There is still time to sign up for the “Retire on Purpose” webinar on Monday, October 25th. The webinar will last approximately 1-hour beginning at 5:30 p.m. Just because you stop working does not mean you should become inactive. Email firstname.lastname@example.org to reserve your seat.
Please call our office if you have any questions!