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Make sure you protect what you've built and earned by putting the proper trusts in place to take care of your family
2018 Tax Planning – Get Your Refund Early This Year
There are a few things you need to do this year before coming to see us:
- Get your W-2s ready and have them with you
- Get a copy of your mortgage interest statement
- Get a copy of your investments (stocks, bonds, etc.) that you sold
- Get a copy of any earned interest statements
- Bring in your December bank statement
- Bring all of your receipts th at you intend to take as deductions
- Make your appointment with us early so we can get started on your tax return!
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