Tax Planning
As life changes, so do your tax needs. Perhaps you are just looking for some tax savings ideas. Maybe you have had a change in your family or job and you want some advice on what the tax impact will be. McCarthy Tax Preparation can help.
Typical projects that we have advised on include:
W4 tax withholding revisions
Sale of rental property
Impact of sale of stock & stock options
Pre-retirement tax planning including Roth IRA conversions
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