Tax News

Don't wait until the last minute to prepare

Let's start planning and make this year's tax season as smooth as possible! Start gathering documents now and make filing a complete and accurate return easier, plus it helps avoid errors that can delay your refund. Make sure to include W-2s, 1099s, other income documents and digital asset transaction records. And for those who had Marketplace coverage in 2023, Form 1095-A is needed to reconcile Premium Tax Credits. Let's get ahead of the game and make tax season a breeze!