Big life changes almost always have a financial side. Planning ahead — or checking in with us soon after — can help you avoid surprises at tax time and make better decisions along the way.
Getting married or divorced
Filing status, withholding, combining or dividing assets, and how alimony and property settlements are treated.
Having or adopting a child
Dependents, child-related credits, dependent care accounts and starting to save for education.
Buying or selling a home
Mortgage interest, property taxes, home office questions and the exclusion of gain on the sale of a main home.
Changing jobs or losing a job
Retirement plan rollovers, severance, unemployment benefits and adjusting withholding.
Starting a business on the side
Estimated tax payments, self-employment tax, deductible expenses and record keeping.
Retiring
Timing Social Security, required distributions, Medicare premiums and managing taxable income in retirement.
Losing a loved one
Final returns, estate and trust filings, inherited assets and beneficiary accounts.
Related services: Individual Tax Preparation, Tax Planning.
This page is general information, not tax, legal or investment advice for your specific situation.