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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Guide to Getting
IRS Form 8606
RIGHT
EVERY year we help taxpayers
correct backdoor Roth
contributions that got screwed up
the first time around, so we
created a checklist to help you
ensure your client isn’t the next
person we need to help
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