Many taxpayers don’t realize when their income level requires a different tax approach. High income is not about one specific number. It’s about consistency, complexity, and responsibility.
You may be in high income territory if the following apply:
☐ Income has increased and remained consistent
☐ Multiple income sources are present
☐ Business profits support personal income
☐ Taxes are owed instead of refunded
☐ Estimated tax payments are required
☐ Filing has become more complex
☐ Payroll or contractor reporting applies
☐ IRS notices or delayed refunds have occurred
Crossing into high income territory isn’t a problem. It’s an indicator that year round planning, structure, and strategy are now necessary.
