If you expect a jump in your income, we need to talk.  Have you sold stock or property?  Getting a big bonus (larger than in the past)? Had an unexpected windfall?  I’ve used the word “jump” because if your income is usually high, we both know the numbers, and I make a point of keeping you up on the numbers.  If, on the other hand, your numbers suddenly increase (larger than I normally see) then please let me know. 

There are tax impacts for high-income folks – and if you think you might be affected in 2013, we can take a look at the numbers.  Many of the laws are so new that the IRS hasn’t developed the forms for most of the changes!  I have a pretty good handle on how the new rules will work, so we should be able to make reasonable estimates of what it will cost you.

Here’s the numbers to keep in mind:

Single filers – and head of households – with incomes of $200,000.00 or more.  For couples, think $250,000.00 and if you are “married filing separately”, it’s only $125,000.00.

Give us a call at 619-589-8680 or schedule an appointment.