Evergreen Exchange

2022 Tax Filing Season


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In this episode of Coffee with Evergreen, Director of Private Wealth, Jeff Otis interviews Tax Director, Kelly Sterling to discuss what you need to know this tax filing season.


Some topics they cover:

  • What life is like as a CPA this time of year?
  • What are the updated laws on the Federal side?
  • What are some common mistakes that individuals make on their taxes?
  • As always, thank you for listening!

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    Evergreen ExchangeBy Evergreen Gavekal

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