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There are many events that occur during the year that can affect your tax situation. Preparation of your tax return involves summarizing transactions and events that occurred during the prior year. In most situations, treatment is firmly established at the time the transaction occurs. However, negative tax effects can be avoided by proper planning. Please contact us in advance is you have questions about the tax effects of a transaction or event, including the following:
Pension or IRA Distribution
Sale/Purchase of Residence/Real Estate
Sale/Purchase of a Business
Significant Change in Income/Deductions
Notice from IRS/Other Revenue Department
Charitable Contribution of Property in Excess of $5,000
Attainment of Age 59 1/2 or 70 1/2
Retirement
Job Change
Marriage
Divorce/Separation
Self-Employment
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