Tax Return Review – Income Sources, Withholding, and Estimated payments
Income Sources, Withholding, and Estimated payments.
In this review, Steven discusses the importance of examining income sources and withholding on your client’s tax return. Often, an adjustment to withholding on wages or reviewing earnings on investment accounts to make accurate estimated payments can prevent your client from “tipping the IRS” through underpayment penalties.

Recommended Articles
Turn CPAs Into Referral Sources
Jarvis suggested three steps advisors can take to more effectively cultivate CPAs as referral sources.
Read More
5 Ways Every Advisor Can Provide Client Tax Planning Value!
Many financial advisors hesitate to provide any client tax planning advice—mainly due to compliance oversight. However, there are still several ways you can provide massive value without having to provide […]
Read More
5 Things Advisors Miss On The 2020 Tax Return
Get tax returns for all of your clients. This is one of the most common themes you will see on this website and in our podcast. Tax mistakes do
Read More
Contact Us

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
$86.06 $43 One-Time Payment