Tax Return Review – “Just Married” and Other Life Changes
In this review, Steven walks through things to look out for as life changes happen in a client’s life, including getting married and planning for retirement. This return also highlights several lines to look for when looking at rental properties.
I was recently reviewing a tax return for an advisor. Something just didn’t seem quite right. The advisor had not seen the return before sending it to meRead More
The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.