To facilitate your tax planning and ensure the accuracy of your tax returns, kindly take a moment to print and complete the enclosed Tax Planner Form in PDF format. This proactive step can:
- Promptly recall significant “tax events” from the past year.
- Prevent any delays in the processing of your taxes by the IRS, state, and city authorities.
- Minimize the need for filing an amended return, saving both time and expenses.
- Potentially boost your refund or lower your tax payment obligation.