Feb 19, 2025
It's time to start thinking about tax season! In this episode of the Last Paycheck Podcast, CFP Professionals Rob Hoxton and Archie Hoxton delve into the often dreaded but unavoidable topic of tax preparation. With the April 15th filing deadline looming, they offer valuable insights to ensure this annual chore is as stress-free and efficient as possible. Rob and Archie discuss the various options for preparing taxes, from the challenges of self-preparation to utilizing online tools like TurboTax, and the benefits of enlisting a professional CPA, especially amid a shortage of tax preparers.
They emphasize the importance of vigilance, from ensuring all necessary documents are in order to communicating effectively with your tax preparer. The episode also highlights key strategies such as taking inventory of life changes, making timely financial decisions, and the value of reviewing your tax return to avoid costly errors. Tune in for practical tips to navigate tax season with ease and confidence.
Call or text Hoxton Planning & Management: +1 (304) 876-2619 and visit their website www.hoxtonpm.com
Watch on YouTube: https://youtu.be/aGCgYWKOJu0
Listen in on conversations with CFP Professionals Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it’s excitement, anxiety, or anything in between, this show is for you.
Visit: http://www.thelastpaycheck.com
Last Paycheck contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained in the presentation should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice. Archie and Rob are investment advisor representatives of Hoxton Planning and Management LLC, a registered investment advisor.