5 Year-End Tax Moves to Flag for Your Tax Pro

veronicatruesdale

Oct 19

1 min read

Tax professional reviewing year-end financial information including income, investments, side income, withholding, and major life changes with a client.

You don’t need to know whether something affects your taxes. You just need to know when it’s worth mentioning.

Why Your Year-End Story Matters

By November, most of your tax year has already happened. But there may still be time to look at what changed before December 31. That’s why I don’t want you trying to figure out the tax answer yourself. I just want you to tell me the story.

Did Any of These Happen This Year?

Five-panel tax planning infographic showing five year-end tax topics to discuss with a tax professional: bonus or new income, investments or major financial transactions, side income, withholding changes, and significant giving or other financial moves, with matching icons and illustrative images for each category.

The TTS Perspective

I don’t need you to know the tax rule. I need you to tell me what happened. A bonus may matter. A stock sale may matter. A new side hustle may matter. A change in withholding may matter. Or we may look at it and determine that no action is needed right now. But I can’t evaluate something I don’t know happened.

What Should You Send Me If Something Changed?

You don’t need to gather your entire tax file. Start with what changed.

A recent paystub if income or withholding changed
Details of a bonus or new income
Information about a stock or investment sale
An estimate of side-business income
The details of any major financial move you’re concerned about

Then I’ll tell you what matters, what I need next, and whether we need to take a closer look before year-end.

Don’t save the surprise for tax season. If something changed with your income, investments, withholding, giving, or finances this year, let’s look at it before the year closes.

REQUEST A YEAR-END REVIEW

Truesdale Tax Solutions

Real Returns. Real People. Real Results.