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2024 Tax Planning Checklist & Guide

For many, tax season has become synonymous with stress but preparing now can ease some of that burden.

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.

Tax Filing Checklist & Guide

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I'm Helen

Having worked in finance for over a decade, I know what matters most to clients. Here, I share with you what you really need to do to stay on top of your money and retire rich.
Retire wealthy. Start planning now.

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