top of page

Tax Tip - Holidays




Hey there! Here are a few tips on how to know before the holiday season later this year as a taxpayer.


  1. If you are planning on cashing in stocks during the holiday season, make sure you do it early enough. If you wait until December 31st, then you may lose out on some of their tax benefits.

  2. Start gathering your tax documents early. This will avoid delays in processing your tax return.


If you have any questions about what you need, contact us.




Want to schedule an appointment for assistance,

Click here:

To begin self-onboarding, Click here:


1 view0 comments

Comments


bottom of page