TDC Tax Services, LLC

December Newsletter

Supporting you with practical tax information!

Year End Tax Planning

 

  • Maximize deductions
  • Contribute to charity - up to $600 is tax deductible even if you do not itemize
  • Fund your retirement accounts
  • Contribute to a 529 education plan
  • Tax Loss Harvesting
  • Review and rebalance investments
  • Don't forget required RMD's
  • Consider impacts of Life Event changes
  • If you have any questions or need some personalized tips and ideas for any last minute tax moves, just contact me!

2022 Tax Preparation

 

  • Gather and organize your records/receipts using the checklist link below
  • Check your withholding
  • Update information in the Child Tax Credit Portal
  • Sign up for an online account at IRS.gov
  • Check to make sure your ITIN (if applicable) has not expired https://www.IRS.gov/ITIN
 
Tax Document Checklist

TDC Tax Services, LLC

 

TDC Tax Services, LLC is a small tax preparation and consulting firm in Minnesota and serves clients nationally with online services. We help individuals and small businesses with tax,

accounting and financial needs. 

Enrolled Agent, IRS Authorized E-File Provider, and Quickbooks Pro-Advisor.

 
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TDC Tax Services, LLC

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