March 2023 Newsletter

James Carroll, CPA L.L.C.

Planning Your Financial Future

MARCH 2023

We are in full swing for tax season. In fact, S-Corp and partnership returns are due March 15th. You may need to file an extension if you haven’t got everything together.

Where Does Your Income Fit?

More than half of U.S. taxpayers showed relatively low income in tax year 2021, with a small percentage in high income brackets.

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Are You Eligible for Any of These College-Related Federal Tax Benefits?

Here are three college-related federal tax benefits that might help put a few more dollars back in your pocket.

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Time for a Spring Cleanup: Organizing Your Financial Records

The arrival of spring is a good time to organize your financial records.

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50 and Older? Here’s Your Chance to Catch Up on Retirement Saving

Here’s how late-career individuals can make up for lost time and aim for lower taxes.

Take a look

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James Carroll, CPA
James Carroll, CPA L.L.C.
109 Church Road
Owings Mills, MD 21117
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Any federal tax advice in this communication (including any attachments, enclosures, or other accompanying materials) was not intended or written to be used, and it cannot be used, by any taxpayer for the purposes of avoiding penalties; furthermore, this communication was not intended or written to support the promotion or marketing of any of the transactions or matters it addresses.

Prepared by Broadridge Advisor Solutions Copyright 2023.

This entry was posted on Wednesday, March 1st, 2023 at 3:18 pm. Both comments and pings are currently closed.

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