Month: February 2023

Tax Season Preparation: Part 1 (Ep. 55)

Tax Season Preparation: Part 1 (Ep. 55)

The holiday season has come and gone, so it’s that time of year to hunker down and get ready to file your taxes.

In this episode, David Pulcini starts a three-part series on taxes by sharing with listeners how they can gear up and get organized for tax season. Be sure to keep an eye out for the coming episodes, which will cover FAQs and tax planning for 2024.

David discusses: 

  • Basic information you should have in order that you’ll only need to organize once
  • Why having your paystub ready and available helps your accountant and advisor
  • And more

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