The Financial Wellness & Tax Tune-Up is a two-part annual service designed to help individuals stay on top of their financial and tax obligations while keeping their finances streamlined and stress-free. This proactive approach ensures that mid-year financial and tax checkups prevent surprises at tax time while fostering overall financial organization and stability.

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​​1. Mid-Year Financial & Tax Health Check 

Purpose: Ensure financial and tax matters are on track, avoid penalties, optimize cash flow, and create peace of mind.

Key Services Provided:

• Tax Check-In:

  • Review of year-to-date income and deductions.

  • Ensure estimated tax payments are accurate and on track.

  • Adjust withholding if necessary.

  • Identify potential tax-saving opportunities before year-end.

• Financial Health Review:

  • Ensure Required Minimum Distributions (RMDs) are taken (if applicable).

  • Review subscription services and cancel unnecessary ones.

  • Review and optimize recurring bills and spending.

  • Discuss budget adjustments if needed.

• Paperwork & Document Organization:

  • Help clients organize and simplify financial paperwork.

  • Ensure critical documents are easy to find and unnecessary items are eliminated.

  • Review beneficiary designations and financial account access.

2. Year-End Tax & Financial Review + Tax Preparation 

Purpose: Finalize tax filings while reviewing and optimizing financial standing for the upcoming year.

Key Services Provided:

• Tax Preparation & Filing:

  • Prepare and file annual tax returns accurately and efficiently.

  • Ensure all deductions and credits are optimized.

  • Review any tax law changes that may impact the client.

• Final Year-End Financial Review:

  • Ensure tax payments and financial records are in order.

  • Review cash flow and make necessary adjustments for the year ahead.

  • Provide recommendations for improving financial efficiency and organization.