Financially Adjusted

#35: 6 TIPS FOR GETTING TAX SEASON READY


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Feeling overwhelmed by tax season? You're not alone! Whether you're super prepared or prone to avoiding finances until the last minute, I created this episode to make it easier and less stressful.  I break down six actionable tips to help you stay organized, maximize deductions, and tackle tax season like a pro. From gathering essential documents to tracking estimated taxes, this episode is packed with practical advice to make tax time a breeze!

The 6 Tips I’ll break down for you in this episode:

  1. How to gather and organize essential documents.
  2. The importance of knowing your tax deadlines.
  3. Tips for reviewing and preparing your bookkeeping.
  4. Tracking and saving for estimated taxes.
  5. How to foster effective communication with your financial team.
  6. Why tax planning throughout the year is crucial for saving money.

Resources Mentioned:

  • Episode 15: How to Stay on Track with Estimated Tax
  • Free Estimated Tax Guide

Email me with any questions you’d like answered in future Q&A episodes!

Recommended payroll software (affiliate links):
ADP
GUSTO

Recommended bank and the one I use in my business (affiliate link):
RELAY BANK

QuickBooks Online is my go-to accounting software. Get an amazing discount (30% off for 6 months) when you buy with my affiliate link below.
SIGN UP FOR QUICKBOOKS ONLINE

My favorite budgeting app w/ an amazing free version:
EVERY DOLLAR BUDGETING APP

My preferred business credit card with cash rewards (affiliate link):

If you have healthy behaviors around spending with a credit card, this is a great one to use and earn cash back. It also links up well with QuickBooks Online. If you have unhealthy spending habits with credit cards, please avoid using one! You need to be able to pay it off monthly and not carry a balance. I use this one for my business and it makes paying bills simple.

CAPITAL ONE BUSINESS CREDIT CARD 

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Disclaimer: This content is for educational and informational purposes only. Please consult with an accounting professional for direct advice based on your specific business situation.

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Financially AdjustedBy Leslie Roth