2024 Tax Checklist with Cassandra Kirby

Tax season is officially here. If you haven't already, now is the time to get prepared. Whether you work with a tax professional or prepare your taxes yourself, proper planning helps the process go more smoothly and may reduce the risk of costly errors. In this video,  Cassandra Kirby, CFP®, EA provides tips to help you prepare to tackle this tax season with confidence. View our 2024 Tax Planning Checklist here.