There are three types of people post tax season: those who filed their returns, those who extended, and those who are panicking… If you find yourself in the panic crowd or know someone that is, we’d love to have a conversation about how we can help.
June 16th (the Q2 estimated tax deadline) is coming up quickly, and May is a great time to get organized and avoid surprises. Missing a quarterly tax payment can result in penalties and interest (even if you filed on time in April!), so it’s always best to stay proactive.
Need help figuring out how much you need to pay next month? We can help with that!
Reflect on your most recent tax season using this quick survey and rate your experience from 1-5 (5 being the best!):
How was the communication from my tax accountant? Did I feel like I truly understood my return or reason for extending?
For my business, were my books prepared in a timely and accurate manner to be used to prepare my tax return?
How happy am I with my current finance team?
Results:
Total of 9 or higher: It sounds like things are going pretty good!
Lower Score: May is the perfect month to make a change!
Are you ready to make a change?
We are here to help and ensure you have the support you need!
