Review your 2021 tax return
before the time to amend them runs out.
Identify…
If there was a change in your finances last year and you are paying excess estimated taxes;
Additional ways to reduce your tax liability for this year; and
Possible omissions or mistakes made by the tax preparer.
Below, request either the checklist for retirees and taxpayers still working.
Each checklist outlines nearly 24 items on Family, Investment, Retirement, Income and Other Tax Issues
before the time to amend them runs out.
Identify…
If there was a change in your finances last year and you are paying excess estimated taxes;
Additional ways to reduce your tax liability for this year; and
Possible omissions or mistakes made by the tax preparer.
Below, request either the checklist for retirees and taxpayers still working.
Each checklist outlines nearly 24 items on Family, Investment, Retirement, Income and Other Tax Issues
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