Tax

I am not a CPA. But we can look at your current tax situation and see if there are some
investment related steps to help. From there we will look at other commonly used solutions and finally if it is necessary, which it usually is, we will bring in a CPA to handle all planning and filing of your taxes. Below are some helpful tools to understand taxes a little better.

Helpful Content

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@serenitywm.com | (312) 734-1415