You’ve done the heavy lifting: gathered your documents, handed them off to your CPA, and filed your taxes ahead of the April 18th deadline. Now that your return is in, you might be feeling the urge to move on—whether you’re celebrating a refund or cringing at the amount owed.
But here’s a thought: Before you close the book on this tax year, take a moment to review your return.
We understand—tax returns are complicated, especially with all the changes each year. Between navigating state and federal rules and managing various taxes like income, capital gains, and net investment income, it can be easy to overlook important details. But here’s the thing: even if your return looks good on the surface, there could be opportunities (or mistakes) hiding in the fine print.
Taking the time to review your return isn’t just about double-checking the numbers; it’s about making sure your tax strategy is still working for you. We’ve made it simpler with a 2024 checklist, highlighting the key areas to focus on. Download it here and start reviewing with purpose.
Clear as Mud?
While we’re not CPAs, we love a good tax return and discussing some of the best opportunities for you. Please reach out—we’d love to help.
Uplevel Wealth is a fee-only, fiduciary wealth management firm serving clients in Portland, OR, and virtually throughout the U.S.
