Now that tax filing season is over, are you still just a wee bit upset that you didn’t receive a tax refund or owed more than you expected? You’re not alone. After the Tax Cuts and Jobs Act became law in late 2017, tax rates for most individuals were reduced effective with the 2018 tax return filing (currently through 2025). However, it doesn’t appear that way at first glance to many recent taxpayers.
We receive a lot of questions from clients throughout the year pertaining to taxes — which is a good thing since maintaining tax efficiency is an important part of any financial plan. In the interest of serving you well, and proactively, we thought we’d provide answers to the most commonly asked questions we receive about taxes, especially during tax return season. So here we go.
By Glen Cesari, CFP® | Wealth Advisor
The yearly ritual of Americans filing their taxes is an annual financial rite of passage. As we pour over reams of financial information, we are forced to confront the past year and our current financial situation. Often, this time of reflection has people wondering in the short term:
Our approach is one of real partnership. We serve and help you identify specific needs and challenges over time. We forge a close relationship, set personal goals, then apply the focus and discipline required to pursue the things that are most important in your life.
