Locally based CPA firm since 1956

Avoid These 4 Mid-Year Tax Mistakes

Mid-year is the perfect time to check in on your tax strategy. However, it’s also when common mistakes tend to slip through the cracks. We often see clients run into issues like:

  • Missing or underpaying estimated taxes
  • Overlooking eligible deductions or credits
  • Forgetting to update plans after major life changes
  • Waiting until the end of year to make key financial moves

At Williams, Steinert, Mask, we take a proactive approach to help you avoid surprises come tax time. Whether you’re an individual or a business owner, we’re here to keep things on track and stress-free.

Get in touch with our team to start strategizing this year’s financial plan!