Tax season is in full swing as companies and employers are required by the end of January to provide you with the appropriate forms to file your tax returns.

As a fan of making checklists to stay organized, we created the Tax Filing Checklist and Guide for you to stay on top of what you need to gather this tax season.

Use it to make sure you receive all your tax forms from contractors, financial institutions, employers, and other entities you received income from or made payments to.

As we often emphasize to all our clients, it’s important to coordinate a conversation between you, your professional tax adviser, and financial planner. This way, all parties are on the same page to make sure all strategies are considered to reduce your tax liability as much as possible and to effectively plan for your financial goals.

We are here to help you; so don’t hesitate to reach out if you have any questions or schedule a time to meet with our financial advisors to discuss your plan for this year.