February 2023

February 1, 2023


Upcoming dates:

February 14 - Valentine's Day

February 15- Due date for businesses to provide Forms 1099-B, 1099-S, and 1099-MISC, to payees.

February 20 - Presidents' Day


 - Organize filing records (1099s, 1098s, W-2s, etc.)

 - Schedule tax appointment for drop off or meeting

 - Begin tax planning for 2023

Now that tax documents have started arriving in your inbox and mailbox, it's easy to set them off to the side to worry about later. There may be some benefit, however, to filing your tax return as soon as you can. In this month's newsletter, read about several reasons why you should consider filing your return early.

There are also tips to help make sure the preparation of your tax return doesn't get stuck, and the keys to success if you're an independent contractor.

Also read about 3 rules to help jumpstart your savings.