How to Prepare for a Successful Tax Season

The Agent of Wealth

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Tax season is overwhelming, as it often feels like we’re navigating a labyrinth of paperwork and regulations. That’s why this episode of The Agent of Wealth Podcast is dedicated to preparing for a successful tax season. As host Marc Bautis explores the nuances of tax preparation, he covers three comprehensive guides aimed at serving as your go-to resources during this tax season. Whether you’re looking to maximize your tax return or for guidance on streamlining the process, tune in to this episode for valuable insights.

In this episode, you will learn:

What documents to gather before filing your taxes.
What Adjusted Gross Income is.
What Modified Adjusted Gross Income is.
How MAGI and AGI affect your taxes.
How to determine if you can make a deductible IRA contribution.
Questions you should ask your accountant at tax time.
And more!

Resources:
Episode Transcript & Blog | Checklist: Documents to Collect For Filing 2023 Tax Returns | Flowchart: Can I Make a Deductible IRA Contribution? | Guide: How AGI and MAGI Affect Your Taxes | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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