Tax Return Review – Estimated Payments and Refunds

“Bob and Sue” pay most of their taxes through withholdings but made a large estimated payment that ultimately resulted in a substantial refund. Watch to see Steven walk through this real life example of identifying opportunities to talk with your clients about their goals and how they can be achieved.

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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.

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