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Get Ready: Tax Filing Season Is Just Around the Corner

The IRS will begin accepting and processing 2023 tax returns on Monday, January 29th.

Most refunds are issued in less than 21 days. EITC refunds are available starting February 27

To ensure a smooth and seamless tax filing process, gather all the documents and records required for your tax return.  You'll also need receipts and other records of your expenses if you plan to claim deductions. These may include charitable gifts, investment account contributions, medical expenses, rental income, mortgage interest, and other loan interest payments. Organizing these materials in advance can help minimize potential delays and maximize your tax savings. As always, we are here to assist you in interpreting the necessary information, ensuring nothing is overlooked. 

Take the first step towards peace of mind by submitting your tax returns early.

In addition to tax preparation and planning, we are also equipped to provide a wide range of services to help you navigate the complexities of the financial landscape from bookkeeping to payroll services to financial statement compilations.  We aim to be your trusted financial partner year-round.



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