Life Event: Getting Married!
When you get married your tax status changes to married filing jointly the year you get married. This means even if you get married at the end of the year, it impacts your entire filing year. With numerous tax breaks and penalties within the tax code, you could be in for a surprise come tax time.
But it’s not your job to be the expert. That’s why you have us! We are here to help determine the best filing option for your tax situation.
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About the Author: Shelly Spata, CPA
Shelly Spata joined the firm in 1998, and her name went on the door in 1999. She now serves as the Managing Partner of the firm. "As a business owner myself, I understand the complexities and challenges business owners face, and I strive to add value by helping clients understand their financial statements, manage tax consequences, and clearly see the financial and tax ramifications — both positive and negative — of decisions they make," she explains. "Without good financial information, it’s like driving a car blind, but with good information, clients are able to maximize profits."
