Tax Preparation Essentials: Getting Ready for the April 15 Deadline

Dr. Friday Tax Tips
Dr. Friday Tax Tips
Tax Preparation Essentials: Getting Ready for the April 15 Deadline
/

In this episode of the ‘Dr. Friday Tax Tips – One Minute Moment,’ Dr. Friday emphasizes the importance of early preparation for the upcoming tax deadline on April 15, 2024. She advises listeners to either book an appointment with her team or begin gathering necessary documentation if they plan to handle their taxes independently. Key documents include W-2s, 1099s, mortgage interest statements, and 1095A forms. Dr. Friday underscores the importance of thorough preparation, encouraging listeners to start early and avoid doing taxes halfway. For any queries, she reminds listeners of her availability for assistance and also mentions her live call-in show on Saturdays, from 2-3 PM on 99.7 WTN.

Transcript

G’day, I’m Dr. Friday, President of Dr. Friday’s Tax and Financial Firm. To get more info, go to www.drfriday.com. This is a one-minute moment.

Keep in mind, tax deadlines this year is going to finally be on the normal April 15th, 2024. So if you’re planning on doing your taxes, first thing you need to do is probably go to our calendar if you want us to help you, and go ahead and get a date set for that. It’s filling up really quickly. If you’re going to do your own, start now. Start outlining what do you need, W-2s, 1099s, mortgage interest? Did you have a marketplace 1095A? Do you have interest, dividends? All of those things need to be collected before you start your taxes. Don’t do them halfway. Call me if you have questions.

You can catch the Dr. Friday call in show live every Saturday afternoon from 2-3 PM, right here on 99.7 WTN.