Overpaid in April? Here’s How to Fix It Before Next Tax Season
If your 2024 tax return left you frustrated—or surprised—you’re not alone.
Many Escondido families and small businesses overpay simply because they wait too long to plan.
The good news? You still have time this year to fix it for your 2025 return.
1. Adjust Your Withholding or Quarterly Payments Now
Waiting until January means missing the chance to adjust your paycheck or your business tax estimates.
Use a mid-year tax review to:
Increase retirement or HSA contributions
Adjust payroll withholding
Update quarterly tax payments if your business income changed
2. Track and Categorize Deductions the Smart Way
Many deductions disappear if you don’t track them now.
If you wait until tax time, it’s too late to:
Maximize home office, mileage, or equipment deductions
Capture charitable giving correctly
Document expenses in the right categories
3. Schedule a Tax Planning Review
A short planning call with a tax professional before December 31 can help you:
Spot missed deductions
Find savings opportunities (retirement, energy credits, qualified purchases)
Avoid paying more than you need to next April
Don’t Repeat the Same Mistakes Next Year
If you feel like you paid more than your fair share in 2024, now’s the time to fix it—before it happens again.
We offer a free 15-minute tax clarity call to help Escondido residents and small business owners uncover simple savings.
