Businesses
- Financial records are up to date
- Have on file W-9, I-9, and W-4 forms for either employees or independent contractors
- Employment returns are filed
- Annual meeting minutes is complete (S & C Corporations)
- Secretary of State renewal has been filed with your state/s
Individuals
- Contribute to retirement plans for the match
- Have a list of tax documents you are expecting to receive in 2022
- Reevaluate your investments
Tax Plan
- Most tax strategies need to be in place and complete by December 31st
- It is never too late to consider a tax plan or even request us to run a few numbers to see how much a tax plan could save you
Year-End Financial Review
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Sit down with your financial advisor for a review and reconnect with them
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If you don’t have one let us know we have someone in mind for you
Tax Projection
- Find out at your current rate how much you may owe come 4/15
- Give yourself some extra time to adjust withholdings, accumulate savings, implement strategies, or ease your mind knowing your situation
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