Mid-year or Year-end Check Ups

Whether your family grows during the year, a new job opportunity arises, you purchase a home, or any number of other reasons, a mid-year check of projected tax obligations may be in order. 

Toward the close of the year, you may want to calculate the tax effect of major purchases, charitable donations, or even paying real estate taxes early to capture the deduction before year's end. 

In any of these circumstances, contact the office for assistance in calculating the projected tax liability of the given scenarios.  Armed with this information, you can make informed decisions concerning the best use of your money.