Tax Tips

by

JUDI STRAUSS, E.A.

 

HAS YOUR LIFE CHANGED SINCE APRIL 15TH?

Have you?

  • Changed Jobs – or collected unemployment?
  • Retired or began thinking about retirement?
  • Started collecting Social Security?
  • Lost a loved one – or received an inheritance?
  • Gotten married – or divorced?
  • Bought or sold a house?
  • Had a child go to college- or leave the house?
  • Sold a stock and/or mutual fund?
  • Had substantial non reimbursed medical and/or dental bills?

Now (not at tax time!) is a good time to review your finances, your investments - including your 401K - and your 2011 tax situation.  You may need to change withholding, pay estimated taxes, or know what data you will need at tax time. Especially if you sold stock or a long held mutual fund, the records may not be so easy to find – and it is best to start now.

STRAUSS TAX SERVICE can check the tax implications of your financial and life changes.  We can answer your questions, keep you up to date on 2011 tax law changes when they happen, and save you money.  We are located at 624 62nd Street, Downers Grove and are open 9 AM – 5PM, M – F or byappointment.

CALL: (630) 964 – 4018

www.strausstax.comfor the latest tax news!