Tax Tips

Tax Year Filings

Find Tax Tips and Recent Updates

Tax Tips from Financial 1 TaxWe support you for taxes all year long! 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.

  Upcoming Deadlines for 2024
  Tax Year News and Comparisons
  View Tax Brackets and Rates
  Crypto Taxes and Reporting Starter Guide

New client? Start your records.
Existing client? Update you records.
Want to make an online payment? Make a secure payment.

Client Year-end Tax Review Checklist

Have you…?

Maximized Retirement Plan Contributions
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

Here’s what to bring to your next appointment

Read the Latest Tax Blogs

Call 410-908-9293!

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.

Pikesville Office (Baltimore, Maryland):
3701 Old Court Road, Suite 24, Baltimore, MD 21208 | View map
(410) 908-9293

Columbia Office (Greater DC/Baltimore Area):
8850 Columbia 100 Parkway, Suite 403, Columbia, MD 21045 | View map
(410) 908-9293

Miami Office (Miami Metro Area, Florida):
150 S. Pine Island Road, Suite 360, Plantation, FL 33324 | View map
(954) 892-6020

Boca Raton Office (Florida):
1200 North Federal Highway, Suite 200, Boca Raton, FL 33432 | View map
(954) 892-6020

Have a Tax Question?

Stuck working on your tax return? Ask us your questions! We’ll get back to you to discuss your tax scenario and your tax preparation.

Ask the Experts at Financial 1 Tax for Tax Tips and Advice

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.