Is reviewing your tax return enough or are you missing the bigger picture? In this episode, Tommy and John break down why simply looking at last year's return doesn't cut it, and how projection-based planning connects directly to key financial decisions like Roth conversions, mortgage deductions, and retirement income strategy.

Access the full show notes at Mason & Associates, LLC

Resources Mentioned:

• Mason & Associates: LinkedIn
• Tommy Blackburn: LinkedIn
• John Mason: LinkedIn
• TurboTax
• Form 2210 – Underpayment of Estimated Tax
• H&R Block
• SPECIAL EPISODE: New Client Process & Client Experience