The End of one Season, The Start of Another!

As we close the door on the tax season for tax year 2021, we open the door to the

Tax Planning season for tax year 2022. The results of your 2022 returns are

impacted by the tax decisions and adjustments you make now. It is through tax

planning that you can determine what if any moves need to be made now to

prepare for the best results for tax situation.

Although as we have learned from the impact of the pandemic anything can and

will happen that may affect your tax situation, tax planning can help with

adjusting when these things occur.

Now is the time to look at if any tax planning moves are right for you. Whether it

is contributing more to your retirement, increasing or starting an HSA account or

increasing your charitable contributions. There are small changes you can make to

your circumstances that could result in tax savings.

In the coming weeks we will be rolling out our Tax Tune Up (TTU) and Tax Insight

Review (TIR). These packages offer either a quick tax checkup (TIR) or an in-depth

tax analysis (TTU) of your tax situation.

Remember it is never too early to plan for the next Tax season!