HEAD INTO THE NEXT TAX SEASON PREPARED
W hat if I told you there’s a pile of papers, not knowing what to expect from your meeting with your advisor, you would go in with a clear sense of what your taxes will look like because you’ve done all the preparation. The good news is that this is possible, and now is the time to start! It might sound early, but we only have about six months before tax season rolls around again! It will be here before you know it. Here’s how to start prepping for it. First, schedule your appointment with us today. If you aim to schedule it in September or October, you’ll leave yourself with plenty of time to make something you can do now to save yourself tons of headaches come spring, right before tax season? Instead of going into the season with
any necessary adjustments. Plus, you’ll complete it before the holidays begin. Secondly, consider any big life changes that you’ve experienced or goals you’d like to add for this season. If anything has changed, it’s a good time to talk with us about it. We will also ask you questions during this meeting to find out if anything has changed and if it affects your filing status. By preparing with us now, you’ll know exactly what to expect come tax season, and
you’ll have everything in place. Instead of a mess of papers, you’ll have a completed checklist and an organized file that you’ve gone through with us. Planning will be a breeze because you’ll simply turn all the documents over to us come March, and we’ll take care of the rest! Contact Capital Advisory Group today to schedule your Tax Prep appointment and pave your way to an easy tax season.
Ingredients TAKE A BREAK INSIDE-OUT GRILLED HAM AND CHEESE Inspired by Food & Wine magazine
• 8 slices of bread (Pullman works best) • 4 tablespoons unsalted butter, room temperature • 1/2 cup freshly grated Parmesan cheese (preferably Parmigiano- Reggiano) • 8 ounces ham, thinly sliced
• 1/2 pound Swiss cheese, sliced • 2 tablespoons Dijon mustard • 1/4 cup apricot preserves
Directions
1. Butter each slice of bread on the outsides and sprinkle with Parmesan. 2. Layer ham and cheese evenly on top of 4 slices of bread. 3. Spread apricot preserves and mustard across the other 4 slices. Press sandwiches together. 4. In a cast iron skillet or large sauté pan over medium heat, grill sandwiches until golden, about 3 minutes per side. 5. Cut in half and serve.
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