Tax Year Filings
Find Tax Tips and Recent Updates
It’s time to prepare your taxes! Our primary goal is to help our clients achieve their personal financial goals. We have a client portal that will help make your experience easier, updating your records and making easy payments. We’ll keep you updated on the most recent laws and developments, with all the key tax tips.
Our team can work with you remotely through Zoom conference calls, secure document uploads, phone and email. Or, choose a private in-person appointment at our offices. Schedule with us by phone or our online calendar — pick your own date and time. Here’s a list of things you’ll need to consider in advance of your appointment to prepare your taxes.
Client Year-end Tax Review Checklist
Identified Opportunities for Capital Gain Harvesting
Identified Opportunities for Capital Loss Harvesting
Explored All Roth Conversion & Recharacterization Opportunities
Reviewed RMD Timing
Considered Charitable Gifts / IRA Charitable Gifts
Reviewed Charitable Remainder Trust Opportunities
Maximized Annual Exclusion Gifts
Reviewed Use of 529 Plans & Coverdell Saving Accounts
Discussed Tax Bracket Management
Discussed Potential Deduction Timing
Financial 1 Tax currently has three office locations, but can help you with your taxes in any of the 50 states in the U.S. Work with us via Zoom, phone, email and secure document uploads! We post tax tips and new developments here and in our blog, too.
Have a Tax Question?
Stuck working on your tax return? We’re providing an easy way to ask complicated tax questions online for a fixed price. Try it out!
Founder Tatyana Bunich, CEP, provides financial and tax services through Financial 1 Wealth and Financial 1 Tax. Learn more about the Financial 1 Tax team.