Game of Loans

Tax Season is Coming

Have You Begun to Prepare?

Thinking About 2015 Yet?

Second Quarter

Now is the time to talk with your accountant in NYC to discuss changes in your life that require

paperwork.

Life Changes

Birth of a child A new job Change in marital

status Moved to a new

location

File a New W-4

Make sure federal, state and city tax withholdings are correct to prevent large balances and underestimation penalties.

Consider Investing

Don’t Delay

Increase contributions to your IRAs and SEPs or any other retirement funds

The longer you wait, the less you have for retirement

Are your previous tax returns in a safe,

accessible location and well organized? You will need tax returns for loans, mortgages

& next year’s taxes. If you need help an

accountant in NYC can help you quickly recover previous tax returns and assist you in getting paperwork ready for a loan or mortgage.

Are You Organized?

Filing Online

Can save you time Store all returns in a

single folder Don’t need to worry

about losing paper copy

Update software often

Time is Money

Start Preparing for 2015

Keep track and carefully organize important paperwork.

Start early so you don’t lose time scrambling at the last minute.