PLLO CERTIFIED PUBLIC ACCOUNTANTS 5 COMMON MISTAKES YOUR TAX RETURN MAY REVEAL PART II As we prepare to file your taxes, we often identify common planning mistakes and missed opportunities. Over the next few weeks we will discuss four additional red flags that may present problems (see last week for Part I). We often accumulate accounts as we do our financial planning. Changing jobs or advisors or diversifying your portfolio can result in a multitude of assets. If your pile of 1099's i growing, it may be time to reevaluate your strategy. While it may have worked in the past, holding too many accounts can lead to recordkeeping problems. Consolidating accounts will not only reduce your bookkeeping but also make overseeing and monitoring your accounts more manageable. Contact us for more information. Morgantown, WV 304.554.3371 Charleston, WW 304.343.4126 1 Parkersburg, WW 304.485.6584 www.suttlecpas.com