The Mid-Year Money Check
A free guide covering six money moves worth making in the middle of the tax year, while there is still time to act. Most of what reduces a tax bill has a 31 December deadline, so a mid-year review is the point at which changes are still possible.
What the guide covers
- Checking your withholding before it becomes an April surprise
- Whether your quarterly estimates still match your actual income
- Retirement contributions and the deadlines that apply to each account type
- Cleaning up business books while the year is still recoverable
- Timing income and deductible purchases before year end
- What to gather now so filing season is not a scramble
Questions about your own taxes or books? Book a free 15 minute call or call (646) 917-7714.