Hi Everyone,
I hope this message finds you well. As we gear up for the upcoming tax season, I wanted to share some important tips to ensure your accountant can provide you with the best possible service, whether you’re working with us or any other firm.
If you have questions that could impact your filings, now is the perfect time to address them. While we often think some questions are quick, the complexity of the tax code can sometimes extend those conversations. And, if we are too far into the season, our availability for in-depth consultations may soon become limited.
For this reason, we encourage you to reach out right away to tackle any concerns that may affect your 2025 year filing. This will help decrease the need for an extension.
Here are some examples of common topics we can help you with:
- Deductions for rental properties or startup businesses.
- Decisions about filing jointly vs separately.
- Home-related deductions 🏡
- Crypto questions, employer equity, investment strategy
- Business structure (S-corp vs. LLC, etc.) and general compliance.
- Bookkeeping queries, such as expense categorization or deductibility.
- Benefit plans like 401k, HSA, and others.
- Implications of moving states and W-2/1099 address errors.
- W-4 completion and how to reduce amount owed in the future.
- International issues, or prior year tax matters, or IRS letters
- Potential tax breaks & general strategy
- Student loan considerations 🎓
If any of these resonate with you or if you have other concerns or complexities that may require attention ahead of the immediate deadline, please kindly reply back to this email by this Friday so we can ensure that all of your concerns are addressed in time.
As always, we’re here to support you through the tax season and beyond.
—
George Dimov CPA
www.dimovtax.com
(833) 829-1120 toll free