The end of the year is upon us. Are you “tax ready”?

Now is the time to catch up on all the things you’ve been “meaning to do”:
*Make that extra mortgage payment.
*Pay that winter property tax.
*Make that donation (get a receipt).
*Make that IRA contribution.
*Make a payment on that student loan.
*Make sure your employer or previous employer has your correct mailing address.
*If your planning on claiming someone as a dependent (that you haven’t previously claimed), make sure you have documents “proving” you’ve supported them.
*If you’ve recently gotten married (changed your name), make sure you have notified social security and have received a new social security card.
*If your family has grown this year, make sure baby has a social security number.

It’s also a great time to set a side a folder or envelope to begin placing your tax information in. Keep it organized and all in one place, so your not searching for documents.

As always we’re here if you have any questions or concerns. Call us at 734-523-8291, email: or private message us on Facebook.