Well folks it’s that time of year again: Dreaded Tax Season. Lot’s to think about as a new administration takes over. Will tax cuts benefit you and your family or will the middle class get caught in the middle again in regards to taxes?
For you personally and professionally, it is always best to stay organized throughout the year when planning for your taxes. Even if you do not open up all the envelopes that arrive each day in the mail it’s ok. You can simply get a large 10 x 13 envelope and put all your tax documents in it when they come in. When you are ready we will review all your pertinent forms, get your 2016 returns filed, and start planning for 2017 and beyond!
You see taxes are not about just filling in the forms and forgetting about it. The planning process is often overlooked but it really is the most important part of the tax filing process, especially if you are self employed and/or pay estimated taxes. If you plan correctly, you won’t get a huge refund or you won’t owe too much unexpected money come tax payment time.
Please reach out when you have questions; do not wait until you have all your tax documents! Do not let financial and tax issues stress you out. Get the answers you need in a timely fashion. You will be glad you did!
Stu has quick video message about the beginning of tax season
Listen below as Stu and morning guy Win Damon chat up this topic on WNBP FM Radio 106.1 in Newburyport, MA and streaming live at WNBP.com .
About Stu: With more than 25 years of experience as a credentialed tax professional, Stu Steinberg brings a broad depth of knowledge to his work. Stu founded Erock Tax to help provide tax strategies to individuals, families and small businesses. He uses his CPA expertise to help each client navigate their long-term debt and mortgage, gaining them the best deals and rates possible. Stu is passionate about empowering his clients through education about their tax health. He is highly energetic and brings a sense of optimism, creative problem-solving and a deep level of commitment to every Erock client.
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