Tax Season

March 29, 2021

Tax season is upon us! This time of year may be stressful for some when reviewing their tax bill, while others are excited to receive an unexpected refund. Whether you fall into one of these two categories, tax season almost always raises an important question in our minds: Is there a way I could reduce my tax liability? In many cases, the answer is yes! Depending on income level, how much is saved, and where those savings are invested, it can make a substantial difference in your tax liability now, as well as in the future. Are you interested in paying less in taxes each year, but aren’t sure how? Reach out to us today to learn more!

Carol Dixon, CFP® & Kevin DeRosa, CRPC®