The Best Tool for Tax Planning

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If you've ever tried to file your own taxes, you know it can be complicated.

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I had previously spent hour upon hour creating a spreadsheet of my own to best approximate my tax liability to test out how some of the many tweaks available to me would impact various facets of my upcoming tax return.

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One change impacts several calculations, and what might seem like a good idea can be a very bad idea, and vice versa.

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Making the wrong move can easily cost you thousands of dollars in lost tax credits or tax deductions.

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I realized that a single sheet in Excel wasn’t going to be able to factor in all of this, even if I left out everything that didn’t apply to me and my tax situation.

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Find out what I did instead. Click below for the full story.

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Want to learn more? Visit us at...

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The Best Tool for Tax Planning

If you've ever tried to file your own taxes, you know it can be complicated.

I had previously spent hour upon hour creating a spreadsheet of my own to best approximate my tax liability to test out how some of the many tweaks available to me would impact various facets of my upcoming tax return.

One change impacts several calculations, and what might seem like a good idea can be a very bad idea, and vice versa.

Making the wrong move can easily cost you thousands of dollars in lost tax credits or tax deductions.

Why is this so important?

I realized that a single sheet in Excel wasn’t going to be able to factor in all of this, even if I left out everything that didn’t apply to me and my tax situation.

The biggest problem?

Find out what I did instead. Click below for the full story.

Want to learn more? Visit us at...

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