The Summer Lull: that moment between July and September when most of us have come back from vacation, and things have quieted around the house. It’s a great time to finish chores and home projects while staying cool.
San Francisco parents are gearing their kids up for a new school year, shopping for new backpacks and clothes. Others are finishing up those Spring projects like weeding through their wardrobe and cleaning out the garage. And then there’s looking ahead at fall and winter plans. Organized San Francisco locals are making new checklists and marking the calendar for deadlines. Thinking ahead is key to subverting headaches, so why not do it when things have slowed down?
It’s the same for your financials. The Motley Fool posted about how to review a retirement strategy during the Summer Lull. It’s a great time to get going on taxes too. If you have complicated tax issues, now is the time to speak with an income tax accountant. Go over your latest investments and any changes that happened over the past year: a new baby, a new business, or a marriage. Maybe you sold off some large investments in stocks. Or decided it was time to sell your Yacht. Those changes need to be documented now for tax time later. San Francisco locals don’t live simple lives, and their taxes reflect it. Many residents own one or several businesses. They might have residential property in several states. They can have a business taking them overseas to several other countries like China or Germany. This is a typical lifestyle in the Bay Area and not one that can be easily filled out with a 1040 form.
The summer Lull is a perfect time to speak with an international tax CPA in San Francisco. Because things have slowed down a bit for us too. Although we work with our clients all year, many tend to stop calling after April 15th and go on to other projects. Only to call us back in January or February in a panic about their complicated tax returns. It’s okay, we don’t judge, but this is a great opportunity for those who want to get ahead of their tax filings. During the summer when things slow down for us, you can take advantage of the extra time we have to look at your taxes!
We’ll make your next complicated tax filing a breeze
We love numbers and sorting out the new rules the state and IRS have thrown out. And we enjoy sorting through an individual or business owner’s taxes. The more challenging, the better! San Francisco clients who meet with us in the summer and early fall can feel secure knowing our tax accountants and international tax CPA are on the job. Our CPA team specializes in several areas including:
- Multiple income sources
- International investments
- International tax compliance
- Cross-border tax laws
- Expat tax preparation
Our tax strategies are personalized for each of our San Francisco clients. And our goal is to make their next tax season a breeze. Now is the time to call an international tax CPA team to take advantage of our Summer Lull.
