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:
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