Good Financial Reads: Advice for a Great Tax Season

Advice for a Great Tax Season

4 Steps to Prepare for Tax Season

by Deborah Meyer, WorthyNest LLC

A new year is wonderful because it signifies a fresh start. Clean slate. Endless opportunities. 

Then reality sets in. Tax documents appear in your physical mailbox and email inbox. If you’ve worked with a tax preparer in the past, you may receive an engagement letter this month. Know that you are not the only one who is anxious about this upcoming tax season. Below are four strategies to ease your tax season anxiety.

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Use a Professional Tax Preparer

by Joe Morgan, Best Financial Life

I’m guessing that you don’t love to do your own taxes, but even if you do that’s no reason to take the risk that comes with preparing your own taxes. I’ve seen some very smart people who make a lot of money cost themselves literally tens of thousands of dollars because they were trying to save an $800 bill from a CPA.

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Prepare for Your Tax Returns Using FORMS [Video]

by Michelle Smalenberger, Financial Design Studio

It’s tax season and everyone’s thinking of everything they need to get ready for their accountant.  I want to help you prepare for your tax return with an easy system to remember all the things you need to pull together. Here’s an acronym to walk you through the list!

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Pay Your Taxes and Be Happy

by Joe Morgan, Best Financial Life

The goal with taxes is not to pay the least amount of tax – it’s to keep as much as you possibly can. There are lots of strategies out there designed to minimize taxes, and unfortunately, many of them also minimize what you take home.

[Watch the Video]


Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.

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