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Episode 85: Tired of Tax Season Chaos? Here’s How to Prepare Like a Pro

In Episode 85 of Last Paycheck, Rob and Archie Hoxton lay out a plan to make tax time easier and more strategic.

1. Decide Who’s Doing What

  • Book a CPA early
  • Block time for DIY filing
  • Gather your documents in advance

2. Get Organized

  • Account statements
  • Tax forms (1099s, W-2s)
  • Life event documentation

3. Don’t Skip the Review

You are legally responsible for what’s filed. Review every line.

4. Strategy > Scramble

Tax planning starts in November, not March. Make Roth contributions, harvest losses, and give charitably before year-end.

Make tax time smoother with our Tax Prep Organizer Kit.

Download the Kit
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.