Latest Articles Written by our Team
Common Forms for Taxes
Taxes can be confusing, but working with a CPA early helps avoid last-minute stress. Key tax forms to bring include W-2s, 1099s (NEC, R, SSA), and investment forms like 5498 and 1099-Composite. Understanding these forms ensures accurate filing. For guidance or help with your 2025 taxes, Whitaker-Myers Tax Advisors is ready to assist you through the process.
How can I benefit from tax loss harvesting? - PART II
Tax loss harvesting helps offset gains by selling investments at a loss, reducing taxes in taxable accounts. Retirement accounts like IRAs and 401(k)s are tax-favored and don ’t require this strategy. For maxed-out retirement savings, consider taxable accounts. Consult financial advisors to navigate tax loss harvesting effectively and avoid costly mistakes. Need guidance? Contact our Whitaker-Myers team to optimize your investment strategy.
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