Preparing for the Pre-Holiday Tax Season

This time of year is a great time for businesses to get their tax documents together and sit down with their CPA or tax professional.

“This allows them to do some tax planning and get some things in order before the calendar year end,” says Megan Brocker, senior associate at HBK.

In this installment of Expertise Coordinated,  Brocker talks about taking time to prepare for tax season.

“It gives us time to talk about some options that they might have. It’s a little bit more difficult to do something like that if they were to just come in after the calendar year ends,” Brocker says.

HBK is a multidisciplinary financial services firm, offering the collective intelligence of hundreds of professionals committed to delivering exceptional client service across a wide range of tax, accounting, audit, business advisory, valuation, financial planning, wealth management and support services from 16 offices in Pennsylvania, Ohio, New Jersey, New York and Florida. To contact an HBK advisor click here.

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