The Balancing Act Podcast with SingerLewak

Maximizing Your Deductions: A Guide for Individuals


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Welcome to the first installment of our series, "Navigating Tax Season: Charting Your Course to Success!" In this episode, we focus on maximizing your deductions with insights from Shannon Carlson, a Partner who leads the Individuals Client Service Group, and Jason Borkes, a Tax Partner. Join us as Mike Mondelli facilitates this informative discussion.

Tune in to learn about essential steps for tax preparation, commonly available deductions and credits, and a comprehensive checklist for gathering necessary documents. Shannon and Jason will also introduce the Tax Team and highlight the resources they provide to ensure a smooth and efficient tax season.

For more info on tax preparation, visit https://singerlewak.com/tax-advisory/Follow us on LinkedIn for updates: https://www.linkedin.com/company/yourtaxservice

Subscribe to our podcast on Spotify or Apple Podcasts: https://podcasters.spotify.com/pod/show/navigatingtaxseason

Subscribe to our YouTube channel: https://www.youtube.com/channel/yourtaxservice

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The Balancing Act Podcast with SingerLewakBy The Balancing Act by SingerLewak