A Checklist for Preparing to File Your Taxes

March 24, 2022 // By Melissa Joy, CFP®, CDFA®
Tax time tips from Pearl Planning

As the tax filing deadline approaches, you may find yourself asking, “Are there any last-minute tasks to complete prior to filing my taxes?” We have put together a complete checklist to make sure you remember to complete all of the essential items before you file. Do not forget any last minute 2021 contributions to your…

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Important Information for Filing Your 2021 Tax Return

February 17, 2022 // By Melissa Joy, CFP®, CDFA®

As you prepare to file your taxes this year, we decided to help make your life a little easier. We have compiled a hub for all of the important dates and information you may need to complete your taxes. Our team here at Pearl Planning is committed to assisting you and your tax professional in…

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