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Please feel free to read our client newsletter. It is provided to keep you up to date on the latest Tax and Financial news.

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This material was written and prepared by the website vendor. Articles are provided for educational purposes only. Although the content is believed to be accurate, it is not guaranteed and content is subject to change without notice. This is not a solicitation, recommendation or endorsement of any investment, investment strategy, retirement advice, tax strategy or legal advice. You should discuss any legal or financial matters with the appropriate professional, and any tax matters with Paul R.Caccomo, EA.

Client Update Newsletter: July 2024

Responding to a letter from the IRS isn’t a weekend do-it-yourself project that you should attempt to tackle on your own.

In this month’s newsletter, learn why you should partner with a tax expert if you receive either a notification saying the IRS will be auditing you, or a notice that simply says another tax document was found and you owe an additional $100.

Also in this edition, find out why retiring early is catching on FIRE, tips to avoid the summertime tax blues, and ideas to keep your summer energy costs as low as possible.

As always, feel free to pass this information on to anyone that may find it useful and please call if you have any questions or concerns.


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