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Client Tax Information Sheet Eva Smith & Associates

Client Tax Information Sheet Eva Smith & Associates

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I believe that the in-depth review of tax returns pay statements and Social Security statements tell a story about the families we serve discovering countless opportunities for deeper quantitative and qualitative discussions so during this lesson we are going to review one of my favorite documents the federal income tax return the form 1040 with supporting schedules combining Knowledge from the cfp and EA education programs I've enjoyed connecting the dots between taxes and the dozens of other planning topic areas we cover as financial planners since every movement of money involves a tax consequence or specific exception I don't think it's possible to provide comprehensive Financial advice without intentional tax planning starting at the top of the form 1040 we'll see the client's tax filing status although this appears as a simple election it will affect deductions credits and tax rates along the way single and married filing jointly are fairly straightforward based on their marital

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