Start Your Tax Preparation Now

It is never too early to start your year-end taxplanning. Taking stock of your personal finances is important in order for you to plan for your future. Here are a few tips to help you get started. Of course we always recommend you call our office for more information.

Get an Early Start On the Tax Season

• Maximize any tax investment savings. Contribute as much to your 401k as possible.
• If you have a Health Savings Account, check to see if you have any money left and get it spent on qualified expenses.
• Review your 2016 tax returns to determine if you need to make any withholding adjustments.
• Get an appointment set with your insurance agent to review all your personal insurance needs. As your life changes so do your insurance needs.
• Get all your financial records organized and ready for filing. Gather receipts, proof of charitable contributions, and other tax forms into one place. 
• If you have a tax preparer, set an appointment now. This is a good way to give you a deadline to complete all your necessary paperwork.
• Determine any last minute charitable contributions, and make them before the year’s end.

You may need to consider special insurance coverage such as life insurance, identity theft or even flood coverage.  Call our team today.

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