4 Common and Costly Tax Prep Mistakes That Your Advisor Can Help You Avoid
Update: 2025-02-26
Description
The words "fun" and "taxes" probably don't go together in your mind.
But, as I mention on today's episode, they do at Keen Wealth!
Helping folks be good stewards of their money so that they can enjoy life to the fullest is one of the most rewarding parts of being a financial advisor. And as Tax Day approaches, I love seeing my team in action, working through our checklist-driven process to make sure folks aren't overlooking any details or making any mistakes that might not be fixable.
Whether you're working with professionals or preparing your taxes solo, make sure these four common filing errors are on your radar.
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