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.
- 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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- (585) 641-7900
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Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Six Point Financial Partners, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
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