Service Description

Have you changed jobs or retired, and want to know if your withholding will be enough to get you a refund next year? This review will reveal whether your state and federal tax withholding needs to be adjusted in order to ensure your bottom line at tax time is where you would like it to be. Existing customers: All I need is your most recent pay stub from all jobs you've held during the current year. New customers: I'll need your most recent tax return, as well as your most recent pay stub from all jobs you've held during the current year. We will have a brief conversation regarding the documents you've provided, and where you would like to land at tax time. From there, I will take things offline and get back to you within 2 business days with options and next steps.