Make Tax Planning is a Year-Round Thought

While you’re probably conditioned to think about your taxes quarterly, tax planning is actually a year-round thing. Yes, you need to pay your quarterly tax estimates to avoid a big payment come April, but in addition to that, we want to spare you of any other potential surprises. 

If you’ve made or sold any larger purchases (while relative, let’s start with sales and purchases of $10,000 or more) please share that with your YBO partner. The sooner we know about these updates, the more effective we can be with your tax planning. To do so, simply send us an email or give us a call and we’ll walk you through what your next steps are.