Schedule a Midyear Tax Review Soon

scheduleAs summertime approaches, tax planning is probably the last thing on your mind. The problem is that if you wait until December, there's little time for changes to take effect. But if you take the time to plan now, you still have six months for your actions to make a difference on your 2014 tax return.

Making time for 2014 tax planning now not only helps reduce your taxes, but also helps to put you in control of your entire financial situation. Tax planning should be a year-round process, but it's especially effective at midyear. Give us a call for guidance in implementing the best moves for your particular situation.

This newsletter provides business, financial, and tax information to clients and friends of our firm. This general information should not be acted upon without first determining its application to your specific situation. For further details on any article, please contact us.

Maxson & Associates Accounting Corporation
6700 E. Pacific Coast Hwy., #291
Long Beach, CA 90803
562.594.4681


772 Town & Country Road
Orange, CA  92868
714.542.2388

Client Memo

Form 1099 Filing Requirements:
What you need to know
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Past Articles

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The 2016 Mid-Year Tax Planning Includes the Following Topics:

  • Take action to get results from midyear tax planning
  • Follow the "PATH" to tax planning
  • Getting ready to retire? Benefit from advance planning
  • Plan wisely for post-retirement withdrawls

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