Are you leaving money on the table every tax season? This episode is all about making sure you’re prepared to file your taxes so that you don’t spend more money than you have to.

After listening, you'll walk away knowing:

• What documents are needed in order to file your taxes
• Why tax returns get rejected by the IRS and how to avoid expensive delays
• Key deductions and credits that could save you thousands
• The strategic decision between Standard and Itemized deductions
• Information specific to business owners and self-employed workers

Stop overpaying and start preparing. Your future self (and bank account) will thank you!

Disclaimer: Remember, this information is general and it's crucial to get advice personalized to your specific financial situation. For a deeper dive into strategizing your financial goals and building wealth, book your free consultation here: https://calendly.com/mountaintopwealth/free

--

Money Peaks and Pivots is your safe space for real, practical financial information. In each episode, I help you navigate life’s Money Peaks and Pivots by skipping the judgment and focusing on solutions to turn your uncertainty into confidence! No jargon, no fluff, and most importantly: no shame. Your climb starts here!

Produced by SpeakEasy Productions and hosted by Roland McIntyre of Mountaintop Wealth.

Hosted on Acast. See acast.com/privacy for more information.