Growing Tree Financial Solutions

Just for fun, and because I’m curious – what’s your sign?

For example, I’m a Pisces ♓

What about you? What’s your sign and horoscope? 🔮

(I know, I know, this horoscope stuff isn’t for everyone – but I think it’s fun!)

♓ Apparently as a Pisces, this means that I’m supposed to be highly creative and imaginative (I'm not sure those are my strongest traits, lol)

♓ According to Astroyogi.com, my horoscope for the day says 'you need to remain motivated and confident to overcome any roadblock that may come your way today. Redefine every step and get smart as the Moon remains in Gemini. This transit would bring you some positive energy.'

♓ And my horoscope for 2023 says " Pisceans can look forward to a prosperous year because of a good start. Yearly astrological predictions says, the New Year is likely to bring many advantageous possibilities for concluding lucrative business transactions." Sounds exciting!

What about you? What’s your sign, and your horoscope for the day? 😄

I know – the tax deadline has passed and you’re thinking, “Hallelujah I can STOP thinking about taxes!!” 🙌

But before you put this year’s tax season in the rearview mirror 🚗 🌬️

Let’s talk about it one more time, while it's still fresh.

By answering these 4 "brain-dump" questions about this year's tax season:

(𝟭) 𝗪𝗵𝗮𝘁 𝗺𝗶𝘀𝘁𝗮𝗸𝗲𝘀 𝗱𝗶𝗱 𝘆𝗼𝘂 𝗺𝗮𝗸𝗲? Like:

❌ Forgetting quarterly taxes
❌ Late 1099 docs
❌ Not tracking business mileage

(𝟮) 𝗪𝗵𝗮𝘁 𝗺𝗮𝗱𝗲 𝘆𝗼𝘂𝗿 𝘁𝗮𝘅𝗲𝘀 𝗺𝗼𝗿𝗲 𝘀𝘁𝗿𝗲𝘀𝘀𝗳𝘂𝗹? Like:

🧘🏻‍♀️ Procrastinating
🧘🏻‍♀️ Hired the cheapest bookkeeper
🧘🏻‍♀️ Late fees

(𝟯) 𝗪𝗵𝗮𝘁 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝘀 𝗱𝗶𝗱 𝘆𝗼𝘂 𝗼𝗯𝘁𝗮𝗶𝗻 𝗼𝗿 𝘀𝗲𝗻𝗱? Like:

📎 1099 and/or W2 forms
📎 Health insurance papers
📎 Expense receipts

(𝘚𝘪𝘥𝘦 𝘯𝘰𝘵𝘦: 𝘪𝘧 𝘺𝘰𝘶 𝘥𝘰𝘯’𝘵 𝘩𝘢𝘷𝘦 𝘢 𝘤𝘦𝘯𝘵𝘳𝘢𝘭𝘪𝘻𝘦𝘥 𝘱𝘭𝘢𝘤𝘦 𝘵𝘰 𝘴𝘢𝘷𝘦 𝘺𝘰𝘶𝘳 𝘵𝘢𝘹 𝘥𝘰𝘤𝘶𝘮𝘦𝘯𝘵𝘴 𝘦𝘷𝘦𝘳𝘺 𝘺𝘦𝘢𝘳, 𝘴𝘵𝘢𝘳𝘵 𝘰𝘯𝘦 𝘯𝘰𝘸!)

(𝟰) 𝗔𝗿𝗲 𝘆𝗼𝘂 𝗲𝘅𝗽𝗲𝗰𝘁𝗶𝗻𝗴 𝗮𝗻𝘆 𝗯𝗶𝗴 𝗰𝗵𝗮𝗻𝗴𝗲𝘀 𝗻𝗲𝘅𝘁 𝘆𝗲𝗮𝗿? Like:

🏡 Buying a house
🐣 Having a baby
🤑 A higher tax bracket

Now, take your answers, and organize it these 5 simple ways:

✅ 𝗔𝗖𝗖𝗢𝗨𝗡𝗧𝗔𝗡𝗧: All your questions for him
✅ 𝗗𝗢𝗖𝗨𝗠𝗘𝗡𝗧𝗦: A checklist of docs + data you’ll need
✅ 𝗧𝗢-𝗗𝗢 𝗟𝗜𝗦𝗧: Include due dates + frequency
✅ 𝗜𝗠𝗣𝗥𝗢𝗩𝗘𝗠𝗘𝗡𝗧𝗦: What could you do differently?
✅ 𝗖𝗔𝗟𝗘𝗡𝗗𝗔𝗥: Add deadline reminders to your calendar

And if you want more helpful info to help you prep for next year, there's a helpful link in the comments below 👇

Hopefully that helps! Now - what about you? On a scale of 1-10, how painful was your tax season this year?

Was it overwhelming? 😬 If so – no worries! Just reach out ❤️

I LOVE helping my clients get easily prepped for taxes with way less effort (and stress). And I’d love to help you, too!

Growing Tree Financial Solutions
[email protected]

Still scrambling to finish up your taxes on time? 😬

In your rush to file on time – make sure that you don’t make one of these common (and easily avoidable) mistakes!

First – here’s some of the documents and information you’ll need:

☑️ Last year’s tax return

☑️ Your social security card and official business docs

☑️ All your tax documents from 2022

☑️ Your bank account information

Now grab your tax return for this year and double-check these 7 common mistakes:

(𝟭) 𝗜𝘀 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝘀𝗽𝗲𝗹𝗹𝗲𝗱 𝗰𝗼𝗿𝗿𝗲𝗰𝘁𝗹𝘆?

(𝟮) 𝗗𝗼 𝗮𝗹𝗹 𝘁𝗵𝗲 𝗻𝘂𝗺𝗯𝗲𝗿𝘀 𝗺𝗮𝘁𝗰𝗵?

Make sure your numbers on your tax return match the numbers on your 2022 tax documents

(𝟯) 𝗔𝗿𝗲 𝗮𝗹𝗹 𝗺𝘆 𝗜𝗗 𝗻𝘂𝗺𝗯𝗲𝗿𝘀 𝘄𝗿𝗶𝘁𝘁𝗲𝗻 𝗰𝗼𝗿𝗿𝗲𝗰𝘁𝗹𝘆?

Think SSN, bank account numbers, etc.

(𝟰) 𝗜𝘀 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝘀𝗶𝗴𝗻𝗲𝗱?

(𝟱) 𝗜𝘀 𝘁𝗵𝗲 𝗺𝗮𝘁𝗵 𝗰𝗼𝗿𝗿𝗲𝗰𝘁?

Don’t skip over this one, even if you used auto-calculating tax software – !

(𝟲) 𝗜𝘀 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝗶𝗻 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝘀𝗽𝗼𝘁?

(𝟳) 𝗗𝗶𝗱 𝗜 𝗰𝗼𝗿𝗿𝗲𝗰𝘁𝗹𝘆 𝗰𝗮𝗹𝗰𝘂𝗹𝗮𝘁𝗲 𝗺𝘆 𝗰𝗿𝗲𝗱𝗶𝘁𝘀 + 𝗱𝗲𝗱𝘂𝗰𝘁𝗶𝗼𝗻𝘀?

If you double-check those 7 things, you’ll be protecting yourself from some of the most common mistakes.

And if wanna go beyond this short post and do a little more detailed reading on this, I attached a helpful article from Forbes in the comments below 👇

Now - what about you? Have you already filed your taxes – or are you still finishing them up?

And, of course, if you feel overwhelmed and have any questions about your business finances – then just reach out ❤️

I always help my clients easily file their taxes correctly and on time – and I’d love to do the same for you, too!

(Or, depending on your situation, at least help you file an extension first – and THEN get your finances tax-ready! 😜 )

[email protected]
Growing Tree Financial Solutions