Get Ready for Tax Season – Key Resources & Important Dates.
Tax season is here, and staying informed can help you maximize deductions, avoid common errors, and plan effectively.
To assist you, we’ve put together three valuable resources (just click on the title below to safely download each PDF):
📌 2025 Annual Tax Guide – An overview of key tax changes, deadlines, and strategies to consider.
📌 Common Tax Errors to Avoid – A quick guide to help you steer clear of filing mistakes.
📌 Essential Financial Figures for 2025 – Important tax brackets, contribution limits, and deduction thresholds at a glance.
Important Reminder: If you have investment accounts, your tax forms (such as 1099s) will be sent to you by the end of February. Be sure to review them carefully before filing your return.
Whether you’re filing on your own or working with a tax professional, these resources can help you prepare. If you have questions about how taxes fit into your broader financial plan, I’m happy to discuss further.
Let’s make this tax season stress-free and efficient!
-James DesRocher
TrueView Financial
p: 978-972-5114
e: jdesrocher@mytrueviews.com
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