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October Tax & Business Update: Plan Ahead Before Year-End
Rising costs make it especially useful to know what to expect before tax season arrives. A little preparation now can help you identify missing information, ask questions early, and plan for the services you may need.
Three things to review this fall
Organize your records. Gather income documents, invoices, receipts, and records of business expenses. Good records help support the information reported on a tax return. IRS recordkeeping guidance
Check how you pay taxes during the year. If taxes are withheld from your wages or pension, the IRS Tax Withholding Estimator can help you review your situation. If you have self-employment or other income, ask whether estimated payments apply to you. IRS estimated-tax information
Plan your support in advance. If your personal or business situation has changed, talk with us about the documents, services, and ongoing support you may need. We can discuss the available options and costs before work begins.
Let’s plan your next steps. Contact T&J Tax Service to discuss your situation and request a service review.
This article provides general information, not tax advice for a specific situation.