Married Filing Jointly vs. Filing Separately (see note '1' below)
For two-earner households, we’ll work out tax returns Jointly and Separately - Automatically - If the sum of your combined refunds is higher we'll contact you to discuss benefits and risks.
Calculation of estimated quarterly tax payments and vouchers. We're happy to provide full year support as work-life circumstances change throughout the year.
Separation of Refunds
Two-earner couples filing jointly may wish to know the portion of the combined refund that accrues to each. We will estimate the amount that belongs to each person.
2018 Tax Law Impact
We'll discuss impact of 2018 tax law on your specific situation.
1. (Note that Married Filing Jointly vs. Separately and Separation of Refund calculations do not represent official results – these should be used for informational purposes only. BRISA Financial Services, Inc., makes no assertions or representations as to the accuracy of separation of refunds provided to clients and therefore does not assume liability for any decisions made by clients, their dependents or other parties who use this information.)