August 2023

Here is a preview of August’s Newsletter!

Commonly Forgotten Tax Planning Items

I've started talking to my clients this month about tax planning. What is tax planning? Essentially, it's figuring out what your taxes will look like next year or in a few years or in a few decades. I offer a basic tax plan to all my clients for the upcoming tax season as part of their tax preparation. Long-term or additional tax planning strategies are also discussed.

I officially begin the process next month but I give my early birds a list of items to proactively begin gathering. I also share this list of items that may impact tax planning that are often forgotten . . .

September 15th Tax Deadline . . .

Accounting Reminder

Remember to mark your calendar to stay ahead of your bookkeeping. Set a reminder to review and spending time understanding your financials.

Accounting Tip: Here's an Easy Way to Find Amazon Transactions . . .

In Other News

I will be attending a IRS Nationwide Tax Forum on Tuesday, August 29th through Thursday, August 31st. There will be over 20 tax related topics packed into 3 days 😲 but I'm really excited. Learning is a priority to me and I get to learn along side some of the accounting folks I consult with year-end that I haven't met IRL! It's perfect timing too since tax planning will start in September!

I am looking forward to passing all the useful info I plan to soak up at this conference! 

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