How To Prepare For Tax Season

Starting the new year is always an exciting time. In addition to setting your new year’s goals, it is also a good idea to start preparing for tax season. There is no such thing as being too prepared for filing your taxes, and the tax professionals at True Blue Financials want to provide you with four insider tips to prepare you for tax season. Get ahead of the curve and contact our team to schedule your tax appointment with  Norcross, Georgia’s best, today!

Organize Your Tax Documents and Financial Records

The number one way to prepare for tax season is to organize your paperwork. Requesting all required tax forms in advance is a great way to ensure you are not scrambling at the last minute. Make sure to contact your employer well in advance to give you the optimal time to gather your tax documents.

photo of people organizing tax documents a punching numbers into a calculator
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Gather Information About Dependents

When filing taxes, ensure you gather the correct information required with your dependents. Whether your dependent is a child or an older parent, make sure you have all the information to get the money back you deserve. Getting the documents from your dependents ahead of time is a great way to ensure you have all of your ducks in a row.

Plan Ahead

To have a smooth tax season, you must work ahead of time. When you wait to gather your documents, there is a bigger chance of something going wrong. Make sure you plan this tax season and start preparing months in advance. The best course of action to get ahead is to book an appointment with a trusted tax professional.

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photo of tax advisor meeting with a client

Find a Trusted Tax Advisor

There are a lot of different options for how to submit your taxes. The most efficient way to make sure you are filing correctly is to partner with a tax advisor. When you hire a professional tax advisor, you secure your taxes to be appropriately filed and set yourself up for future success. Get to know the tax advisor team at True Blue Financials to start your tax planning.

As you gear up to dive headfirst into this year’s tax season, consider these four tips. To ensure you get the right services and papers filed, choose to partner with professional financial assistance. Book your free tax consultation with True Blue Financials to receive Norcross, Georgia’s most reliable tax service!

4 Benefits of Working With a Financial Planner

A financial planner can help you make the most of your money. They’ll work with you to create a plan that fits your lifestyle and goals, so you can save more, spend less, and enjoy life now while planning for the future. And they’re not just about numbers — they’re here to listen to what matters most to you. At True Blue Financials, we offer professional financial planning services. If you’re uncertain about working with a financial planner, here are just four great benefits of doing so

Tax Expertise

A good financial planner should be well versed in tax strategies and the economy. They will know which investments are best for your situation, allowing you to invest in a way that is tax efficient. They should be well versed in various strategies for minimizing their impacts, such as timing capital gains and losses, adjusting the timing of income from various sources, and other methods to maximize your returns.

Clarity

When working with a financial planner, they can help you define your goals, help keep them realistic, and instill a sense of clarity about where you are going. They should be able to give you an objective opinion on what strategies are most likely to work for you.

Accountability

When you work with a financial planner, they can help to hold you accountable for your decisions. They will ask difficult questions about your life and finances in order to help you determine whether or not you are on the right track. If you have a plan, they will ask if you are sticking with it. If you don’t have a plan, they will help to develop one for you and hold you accountable for achieving it.

Peace of Mind

Lastly, a financial planner should provide you with peace of mind. They will be able to develop strategies and plans to help you achieve your goals and feel confident in the work that they have done for you. Your professional should give you peace of mind with their knowledge and expertise, helping you to sleep at night knowing that you are doing everything possible to reach your goals.

If you’re looking for a financial planner you can trust, get in touch with us at True Blue Financials. We offer personalized service that’s tailored specifically for each client’s unique needs, values, preferences, and priorities. Contact us today!

4 True Blue Finance Tips For This Holiday Season

The holiday season is a time for celebration, often spent with family and friends. What many people don’t realize during this time of year is that it’s also the perfect time to take steps towards financial freedom. This article provides four tips for achieving financial independence by making small changes in your life and getting the professional guidance you need to have a huge impact on your finances! 

 

Are you an entrepreneur looking for professional support for starting, growing, and scaling your business to six-figure success? Partner with True Blue Financials of Norcross, GA  to get the support you need to transform your life and your business for the better this holiday season!

1) Analyze Your Finances

Take a look at your financial situation. Are you living paycheck to paycheck? Do you have debt that’s holding you back from reaching financial freedom, becoming an entrepreneur, or further growing your business? How much money could you be saving by making changes now, rather than later? Our team can help!

2) Create a Budget & Stick To It

Create a budget that you can actually follow. It’s all too easy to let financial goals slide when the holidays come around, but this is exactly how people end up feeling financially trapped year-round. The key to success with money management is consistency! Hire True Blue Financials for bookkeeping services, insurance guidance, and tax preparation help today to ensure a more consistent, long-term financial plan.

3) Reduce Your Debt

 

If you’re still paying off credit card debt, student loans, or any other forms of borrowing, consider this your wake-up call! Credit cards are one of the most expensive ways to borrow money. Personal loans and lines of credit typically have lower interest rates than what you’ll find with a credit card, so if possible avoid using them for purchases that you can’t pay off right away. If your debt is overwhelming, consider bankruptcy as a last resort option. Our team is able to help you, your business, and your family, no matter your financial situation.

4) Make A Commitment

 

Partner with True Blue Financials today for financial freedom and business growth this holiday season!

Our Georgia accounting services and tax prep firm offers: 

Call 1 (800) 754-5650 or visit our website to get started on the road to financial freedom! We wish you a wonderful Christmas and a happy, prosperous New Year!

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