Year End Checklist for Employees

With the end of the year drawing near, now is a good time to spend a little tax planning.

  • Check your withholding. Is it in line with your income and deductions? If not, file a new W-4 with your employer
  • Review your employee benefits. Are you taking advantage of all your employer has to offer?
  • Charitable Contributions - donate by 12/31/14 for deductions this year.
  • Budgeting - how are you doing on this years goals? What are your goals for next year?

A little planning now can reduce your taxes in April!