In this episode of the Teaching Tax Flow podcast, hosts Chris Picciurro and John Tripolsky discuss tax prep readiness. They emphasize the importance of tax planning throughout the year, rather than just during tax season. They also highlight the need for organization and proper documentation to ensure the best possible outcome on your tax return. Chris and John provide practical tips for collecting and organizing tax documents, as well as choosing the right tax professional.
They stress the importance of giving all income items to your tax professional and not being afraid to file a tax extension if needed.
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