Are you having trouble filing your 2020 Taxes?
Has your Tax situation changed and you don’t know where to start?
Here are some possible changes that might affect your Return:
✔️Bought or sold a house
✔️Change of filing status (Single, Married jointly, Married Separately, Head of Household)
✔️New job / Quit job
✔️You or any of your dependents started school
✔️Death of a Family Member
✔️Started a business
✔️New bank account for refund or payment
✔️Contributed or took money out from a retirement account, rollovers or conversions.
✔️Sold any assets
✔️Received an inheritance
✔️Gifted more than $15K to a one-person during the year
✔️Have financial interest or signature authority over foreign financial accounts
✔️Anything that you consider relevant to your tax situation
Karla Navarro, our Enroll Agent can assist you. Click here to schedule your 15 min call now!