2023 YEAR-END TAX LETTER

Once again, we are at the start of a new year. While we have noticed some federal tax legislation, the changes have been more limited than many expected. A challenging economy, changes in tax laws, rising interest rates, and inflation are factors to consider. Congress may enact additional legislation in the upcoming year to include retroactive reinstatement of some of the tax extenders that expired at the end of the 2023 tax year.

BTICPA is here to assist you with any questions that may arise. Please read our year-end letter to get a head start on this year’s tax season.

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2023 TAX ORGANIZER

Part of planning is knowing what to look for. We have created this simplified tax organizer to help you organize your tax documents. Completing this organizer before your appointment will help us complete your tax return in a timely and efficient manner.

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