ACCOUNTING PARTNERS

YEAR-END NOTE · DECEMBER

Worth doing
before the
year closes.

Three quick checks, while they can still lower your bill.

Priya Shah, CPA · Partner

Hi Alex,

In December, a few decisions still change what you owe. Here's what I'd look at before the 31st.

Before December 31

SAVINGS Top up your retirement contributions

If you're planning to put more into a retirement account this year, it needs to happen before the 31st, not before you file.

TAXES Check your fourth estimated payment

If your income moved a lot this year, up or down, a quick adjustment now avoids a penalty later. A five-minute call usually settles the number.

NEWS Send us anything unusual

A new business, a sold property, a big bonus. The sooner we see it, the more we can do about it.

If any of these apply to you, book a half hour and we'll go through it together. Bring last year's return and a rough sense of this year's income.

Priya

P.S. If nothing above applies to you, feel free to ignore this. We'd rather send the note than assume.

You're receiving this because you're a client of Windmere Accounting Partners.

123 Example St, Suite 100, San Francisco, CA 94104