Upcoming changes to 2024 taxes!

  • Taxable Income Bracket has shifted slightly - don’t worry, it is just inflation based. Ask your trusted tax professional about it.

  • The Standard Deduction has also increased slightly. Also inflationary, and applies to all filing statuses.

  • IRA and 401(k) contribution limits increased for the tax year of 2024 - if you’re age 50 or older, ask your trusted tax professional about catch up contributions as well.

  • HSA contribution limits increased for the tax year of 2024

  • The Alternative Minimum Tax (AMT) exemption also increased

  • Estate and Gift Tax exemption has increased due to inflation

My Process for Tax Clients

  1. Fill out your information below & I will reach out to schedule a phone call. All information regarding your tax situation will be answered and discussed.
  2. Secure Box link will be sent to you. Drop all requested tax documents in the upload link provided.
  3. Sit back & relax as your taxes get prepared.
  4. Joint Review
  5. Submission to IRS