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Reviewing the Past Tax Year:
*Analyzing what went well and what could have been smoother. *Identifying any surprises or unexpected tax liabilities. *Discussing common errors and how to avoid them in the future.
Proactive Tax Planning for the Current Year:
*Strategies for estimated tax payments and avoiding underpayment penalties. *Exploring potential deductions and credits that might be applicable. *The importance of record-keeping and financial organization throughout the year.