How Can You Avoid Surprises Next Tax Season?

Real Personal Finance

Does your anxiety spike every time tax season rolls around? The possibility of receiving an unexpected tax bill can bring a sense of dread to the entire month of April. We all have to pay taxes, but we don’t have to stress about them. Scott Frank, founder of Stone Steps Financial, is joined by Meg Bartelt, founder of Flow Financial Planning, LLC, to simplify conversations around money and tax planning.

Conquer your tax season anxiety and avoid the shock of unexpected tax bills through Scott and Meg’s insight and tips. Accurate reporting, strategic planning, and increasing your withholding rates are all steps to place you in a proactive financial mindset. The conversation explores optimizing your retirement contributions and the ins and outs of estimated tax payments, particularly after life-changing financial events.

Don’t worry—you don’t have to take on next tax season alone. Scott and Meg share the importance of adding a tax professional to your team. Join the conversation as we turn the stress of taxes into a streamlined process.

Ready to learn more?

• Scott Frank on LinkedIn
• Meg Bartelt on LinkedIn
• Stone Steps Financial

Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with us at Stone Steps Financial.