Episode 205: How To Get Organized And Reduce Tax Season Stress

Women's Money Wisdom

Join Melissa Joy as she simplifies the often-overwhelming world of filing your taxes. In this episode, Melissa dives into strategies for managing taxes effectively while providing tools to enter tax season with confidence and organization.

Listen and learn:

• How to get organized and reduce your tax season stress
• Key points to start collecting important documents
• Why paying "zero" in taxes may not be the win you think it is

Resources mentioned in this episode:

• What Documents Do I Need to Collect for Filing My 2023 Tax Return
• Important Financial Numbers for 2023
• Important Financial Numbers for 2024
• Five Financial Tips to Implement After Filing Your Taxes

Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://stephenPearl Planning.com/

Capitole

1. Episode 205: How To Get Organized And Reduce Tax Season Stress (00:00:00)

2. Mastering Tax Season (00:00:05)

3. Optimizing Tax Management With Professionals (00:09:23)

4. Tax Season and Financial Confidence Navigation (00:16:34)