2024 Personal Year-End Tax Review

  • Personal Year-End Tax Review

    Our Firm will be using this information to prepare a tax projection & tax review

  • 2024 Tax Review: We would like to project your personal income for this tax year. In doing this, we can provide you with tax saving ideas and options of what you should be considering by 12/31/24. Please review and answer ALL questions below. 

    Note: When providing your information, try to be as accurate as possible. Estimates are OK to use in this projection with the understanding your tax due can change quickly if your estimates are off significantly from what is provided. 

    Estimated Time to Complete: 5 - 15 minutes

  • Personal Income Items for 2024

    Please let us know what you expect for personal income
  • Do you (and/or spouse) have other W-2's to be reported on your 2024 personal tax return?*
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  • Do you (and/or spouse) have any significant capital gains or investment income to report in 2024?*

  • Estimated Tax Payments for 2024

    Please let us know if you paid any estimated tax payments (outside of your payroll/wages)
  • Were any PERSONAL FEDERAL estimated tax payments made for 2024? Check all quarters paid.
  • Were any PERSONAL STATE estimated tax payments made for 2024? Check all quarters paid.
  • Do you own or operate any RENTAL/INVESTMENT Properties in 2024?*

  • Click on "Go to Next Page" to continue with your questionnaire. Need more Time? Click "Save for Later" only if you need to save your data and return later. If you do click Save for Later, you will receive an email with a link so you can return to it for completion.

  • Rental Properties for 2024

    Please let us know about your rental income and expenses. We want to know about any changes you may have had to your rental activities.
  • Did you PURCHASE or ACQUIRE any additional rental properties in 2024?
  • Did you SELL rental properties in 2024?
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  • RENTAL INCOME: For this projection will rental income be:*
  • RENTAL EXPENSES: For this projection will rental expenses be:*

  • Final thoughts to pass on to us...

  • You are almost DONE! Review the two items below.

    SUBMIT YOUR ANSWERS: Once complete, click "Submit Answers" to transmit your response to our office. Select "Save for Later" if you'd like to edit responses prior to submitting. YOUR ANSWERS WILL BE REVIEWED: We will review your submission to determine next steps. 

    Thank you for your time in completing this form!

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