• Kimberly Stone

Why you should consider a mid-year tax review


Most people don't include tax planning on their summertime agenda, but there are benefits to doing so. The problem with waiting until the end of the year is that you reduce the time for planning strategies to take effect.

If you take the time now to schedule a mid-year tax planning review, you will have many months for your actions to make a difference on your next tax return. In addition, proposed tax reform could be cause for additional changes to your tax plan.

Planning now for next year's taxes not only helps reduce your taxes, but it may help you gain control of your entire financial situation. Give us a call to set up an appointment today for mid-year planning and projections.


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