Summer’s almost here, and the April tax season is in the rearview mirror. But a few simple tax planning steps during the year can take the stress out of filing your next tax return. You might even be able to improve your next refund or lower your next tax bill. Before heading to the beach, take a little time to organize your tax records online or on paper in clearly labeled folders. Then add tax documents as you receive them. If you’ve moved, officially change your mailing address with the IRS on Form 8822. And you can use the IRS Tax Withholding Estimator to ensure your tax withholding amount is right. For more, visit https://bit.ly/3R5Loj3 or contact us with questions. © 2024