Planning Your Moonshot

What to do before your tax appointment

Louis Guajardo

With tax day right around the corner Louis decided to make an episode so that you can go into your appointment fully prepared!

Educational Topics:

Topic #1: Tax advantaged accounts still allowing deductible contributions
Topic #2: Gathering the necessary documents
Topic #3: Begin planning and preparation for the 2025 deadline

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Resources:

💸 Free Resources

🌔 Get Started on Your Moonshot Today!