Every year we deal with clients that feel they don’t get enough back, or the opposite – the IRS is holding too much of our money. This is not a one size fits all answer. Take the time to check your withholdings every year. The IRA is providing a very useful Tax Withholding Estimator for you to do a quick “Paycheck Checkup”. This is even more important since the 2018 tax changes.

Check out the Tax Withholding Estimator