Chapters (Time Stamps): 0:00 - 4:00 Accountants typically do not help clients with W-4s unless requested. 4:00 Start of example 6:37 Step 1 Project Taxable Income for the year 7:14 Step 2 Project Tax Liability For the Year 11:40 Step 3 Compare ACTUAL paystub withholdings against our projections 13:38 Step 4 Updating W-4 to correct the withholding issues 18:23 What about accounting for Non-Wage Income?
Publications and links needed: RS Publication 15-T:chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/www.irs.gov/pub/irs-pdf/p15t.pdf IRS Tax Withholding Estimator: www.irs.gov/individuals/tax-withholding-estimator Copy of last filed tax return Copies of most recent paystubs Access to a blank W-4 Have calculator and pen handy or excel spreadsheet to perform the calculations
Hi Wdeemar, I help clients throughout the country. I live in California and work with a number of clients remotely. I do tax planning for clients who also need help with tax preparation. If are you needing help with 2022 tax prep and planning please feel free to reach me on my website. If you are just looking for tax planning only then I'm sorry but I am not currently accepting such engagements.
Thank you so much for all your informational videos
You are so welcome! Thanks!
Excellent information!!! Love the humor as well!!! Sugar Daddy or Sugar Mama!! Lol!! Glad to see Chipper!!
Thanks so much Sarah!!! The bird had to come back
Chapters (Time Stamps):
0:00 - 4:00 Accountants typically do not help clients with W-4s unless requested.
4:00 Start of example
6:37 Step 1 Project Taxable Income for the year
7:14 Step 2 Project Tax Liability For the Year
11:40 Step 3 Compare ACTUAL paystub withholdings against our projections
13:38 Step 4 Updating W-4 to correct the withholding issues
18:23 What about accounting for Non-Wage Income?
Always helpful tips!
Glad you think so!
Thank you very much for your time and knowledge contribution!
Wishing you more success..,
Thanks so much!
Publications and links needed:
RS Publication 15-T:chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/www.irs.gov/pub/irs-pdf/p15t.pdf
IRS Tax Withholding Estimator: www.irs.gov/individuals/tax-withholding-estimator
Copy of last filed tax return
Copies of most recent paystubs
Access to a blank W-4
Have calculator and pen handy or excel spreadsheet to perform the calculations
Thanks for the info Mike!
Hey Going Green Mom my pleasure! Took a lot of time to put this one together but was fun :)
How can I find an tax accountant here in California? I am looking to convert some deferred into Roth. Thanks!
Hi Wdeemar, I help clients throughout the country. I live in California and work with a number of clients remotely. I do tax planning for clients who also need help with tax preparation. If are you needing help with 2022 tax prep and planning please feel free to reach me on my website. If you are just looking for tax planning only then I'm sorry but I am not currently accepting such engagements.
www.mikekellycpa.com
pay more taxes, we need to pay for all those billions that we sent to Ukraine.
True!