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Preparing for Tax Season

| January 06, 2020

Happy New Year! It’s a new year, a new you, and a new time to do things differently—like your taxes. Tax-filing season is officially here and there are many things you can do to be prepared and organized. Here are a few simple tips that can help you save time, stress, and money:

  • Print out a tax checklist such as one here to help you gather all the necessary documents needed to file properly.
  • Keep all tax-related documents that come in the mail. Be sure to carefully distinguish your mail to avoid throwing out any tax-related documents.
  • Sort through all of the receipts collected throughout the past year.
  • Group similar documents and file them into separate folders such as: pay stubs, W-2s, 1099s, interest statements, dividend statements, medical expenses, etc.

Preparing for taxes can seem overwhelming. It pays to stay organized during this time. As your dedicated team committed to your financial success, we make it easier. Contact us and let us guide you in getting the most out of your tax return.

The content within this document is for informational and educational purposes only and does not constitute legal or tax advice. Customers should consult a legal or tax professional regarding their own situation. This document is not an offer to purchase, sell, replace, or exchange any product. Insurance products and any related guarantees are backed by the claims paying ability of an insurance company. Insurance policy applications are vetted through an underwriting process set forth by the issuing insurance company. Some applications may not be accepted based upon adverse underwriting results.