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post file tips

Bill

Thank you for choosing L & M Tax Plus. Follow these post-filing tax tips to wrap up tax season.

 

Here are some post-filing tax tips:

  • Keep Records: Store copies of your tax return and supporting documents for at least three years.

  • Monitor Your Refund or Pay Taxes: Check your federal refund status online for updates. If you owe taxes, make your payments. Visit your state tax agency’s website to manage your refund and tax obligations.  ​

  • ​Review Your Withholding: Adjust your withholding for the next year based on your tax situation.

  • Consider Retirement Contributions: Maximize contributions to optimize potential tax benefits for next year.

  • Plan for Next Year: Start organizing documents and receipts for the upcoming tax year.

L & M Tax Plus 

704-817-8038

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