Are you confident that you or your CPA have checked all the boxes when it comes to your tax-related needs, your life events, and possible opportunities to reduce your tax liability? Download the Tax Considerations Checklist to see which items are important to consider in your tax and financial plan and what you may be missing, including:
- Itemized Deductions
- Interest & Ordinary Dividends
Download the Tax Considerations Checklist and find out if your tax plan is missing any of these key elements.
*RAA is not a CPA firm, meaning we cannot offer non-related tax services such as bookkeeping services, business financial statement preparation, nor auditing services.