Episode 169: 2022 New Year Tax Resolutions

Happy New Year 2022!  Andrew Belter and William Schmidt discuss what the year will hold regarding taxes.  The individual tax season will begin on January 24 and is expected to last through April 18 this year.

 

We discuss our outlook on the upcoming tax season and other items for the year.  This tax filing season, a difference will be reconciliation of the recovery rebate credit for the 3rd stimulus payment and reconciling the advance child tax credit.  One suggestion I have heard is to make an appointment with your local Taxpayer Assistance Center if the amounts received by the taxpayer and the notice letter from the IRS do not match up.

 

Beyond that, what are our personal goals for our clinics and related items on our jobs?  We discuss deadlines, outreach, interviews for the podcast, and keeping a work balance without adding too much the workload.