Tax Tips

Tax Year 2021 Filings and 2022 Tax Changes

Financial 1 Tax - Rate Changes 2018It’s to prepare your taxes! Our primary goal is to continue our tradition of helping 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.

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.

  View 2021 Tax Brackets and Rates
  Tax Planning for Year-End 2021 and 2022
  Crypto Taxes and Reporting Starter Guide
  Compare Rates for Tax Year 2022

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



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!

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? We’re providing an easy way to ask complicated tax questions online for a fixed price. Try it out!

Financial 1 Tax: Ask the Experts

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.