Is it too early to start planning for your tax year? No, we are already into the 2nd Quarter of the year.  Business owners have made their first quarterly payment.  

Did you get a big refund?  That was not a refund!  That was a return.  A return of your hard earned tax dollars that you overpaid to an institution and allowed them to use your money interest free.

What did you LIne 11 look like? This line is referred to as an “above the line”. The amount on this line is also called your Adjusted Gross Income.  Anything you can do above the line to minimize your gross income is your best option to shelter money like the Big Guys.

Did you want to improve the energy efficiency of your home?

Are you considering taking a loan our on your 401K or IRA?

Did you end up owing because you had multiple jobs and not enough withheld?

The tax season may be over but tax issues do not go away.  The IRS has a list of Life Events that have adverse effects on the individual return.  The choice you make in your tax preparer can mitigate this.  The free software that you used cannot help you.  Did you get a letter?  The choice you make in your tax preparer can assist you with this.  

Tax Season is Over.  Tax Issues do not go away.  Who do you go to for your tax consultation?