Getting Ready for Tax Season

Money Wisdom

We have a very timely conversation today as tax season is upon us once again and getting organized is top of mind. Either you're really happy with yourself because you already got your tax return done and filed and don't have to worry about it anymore, or you're still collecting documents and just worrying about it in general. Even if you’re getting a tax refund, you might still worry about doing taxes. It's just not a fun process for most people. So we wanted to talk with Heath Grossman, CFP®, about what you can be doing to make this tax season as smooth as possible for yourself.

Here’s some of what we discuss in this episode:

• What’s the easiest way to start getting last year’s tax return together?
• Start thinking about what has changed from last year to this year.
• How does tax planning differ from tax preparation?
• What kind of things are you doing during the tax planning process?

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