All of us here at Jellison CPA hope that your fall is off to a great start and that you made some wonderful memories over the summer.
We are more than half way through 2019 & we are encouraging you to reflect on the first half of 2019. Have you had any changes OR are anticipating changes during the 2nd half of the year? When we say changes, we are referring to events that would impact your 2019 tax return. For example, are you thinking about investing or making a large purchase (ie.: home, 2nd home)? Have you recently made a job change? OR do you just want to make sure you are not going to owe a significant amount with your returns this year?
Please keep in mind a tax projection & tax planning are outside the scope of your 1040 preparation, an additional fee may apply. It is a great time to reach out to us to see if your changes are significant enough to warrant a tax projection.
We would love to hear from you!
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Jellison CPA Co.