Episode 16: The Costly Mistakes on your Tax Return

Do your eyes gloss over when you look at your tax return? Do you even truly know if your returns are prepared accurately? Are you aware of any last minute tax saving opportunities? We have found that most people answer yes, no and no to those questions about taxes and it is costing them.

Each year we review many tax returns that have been prepared for our clients and this year we get to welcome a new tax code and layout of the tax returns. One this episode, we discuss the most common mistakes we have seen while reviewing tax returns, what you can do to prevent them and address several last minute tax saving opportunities for those armed with financial intelligence.