Tag Archives: withholding

What To Do After Filing Your Tax Returns by Tomoko Shoji, CPA/PFS, CFP

Posted on May 10, 2022 by Tomoko Shoji

Congratulations! You filed your tax return (or requested a filing extension) and paid your tax liabilities by the April deadline. However, there are circumstances for which you may need to amend your return and/or attempt to reduce your tax liabilities for the current year. Following are some tips to keep in mind after filing your […]

It’s Time for a Withholding Check Up by Joanie B. Stein, CPA

Posted on January 13, 2022 by Joanie Stein

Preventative care is critical to averting serious (and often costly) emergencies. Just as annual medical exams can help to prevent disease, regular check-ups with your accountants and advisors can help you avoid surprise tax bills and penalties come the April tax return-filing deadline. Under the U.S.’s pay-as-you-go system of taxation, individuals are required to pay […]