Curious to know what you should have done before the end of next week? Here’s a good summary, from the founder of Liberty Tax. If you need more specific advice, reach out to us, and we’ll review your situation and give you personalized recommendations.
If you’re considering making a gift or charitable deduction, get that done and posted before next Friday. You should start pulling together records you’ll need in the Spring - especially if you have to issue 1099s or W-2 forms.