Ensuring the orderly transfer of one’s estate and assets after death is an important responsibility. This often results in the creation of an estate plan that identifies potential tax issues, explores tax-saving strategies, and implements them over time.
Before meeting with your tax accountant, it’s essential to review a list of required items necessary to complete the filing. While each taxpayer is different, both individual and business, there are standard items required for each to prepare the returns.
By Klatzkin Tax Team
The end of the year is a time of review and evaluation for many business owners. It’s an excellent time to review company sales performance, new product/service development, customer retention, and production efficiency.
By Alfred G. Mueller
The Internal Revenue Service (IRS) officially opened the 2019 tax season on January 28, 2019. This is the day that the IRS began accepting paper and electronic tax returns.
