WHEN IT IS NECESSARY TO conduct a TAX PLANNING APPOINTMENT
If the following apply to you, please schedule an appointment
- Getting Married or divorced
- Your household income has changed dramatically
- You plan on selling investments or property
- Buying or selling a house
- A major medical expense
- You owed tax last year
- A loss or change in jobs
- Retired or planning to retire
If any of the above changes apply to you or if you have additional questions on whether you should schedule a tax planning appointment, click below to contact us.
