Tax season can be a wild ride, especially for parents hustling to maximize their returns. But don't worry; we've got CPA and tax expert Logan Allec on the show today to guide you through the tax maze. In today's chat, we'll tackle the puzzling 1098T forms, share top-notch tips for handling tax papers, and even spill the beans on choosing the best tax software, from TurboTax to the freebie Cash App Tax.
Logan helps you make sense of tricky tax software and the intricate world of cryptocurrency reporting. Dealing with the IRS might seem scary, but some folks find real satisfaction in shielding clients from the taxman's clutches. We'll dig into tax debt, fierce collection tactics, and the rush to snag those refunds and stimulus checks before deadlines. And hey, if you crave even more tax wisdom, check out Logan’s YouTube channel for deeper dives.
Episode Highlights
(00:03) - Tax Tips for Parents
(05:29) - Software like Turbo Tax and Cash App Tax
(15:54) - Tax Assistance Services for Individuals
(24:52) - Maximize Tax Refunds & Find a Reliable Tax Preparer
Links
Logan’s video on TurboTax 2023 and other alternatives
Possible tax law changes for 2023
Connect with Logan Allec
Connect with Deb Meyer
Website: WorthyNest.com/podcast
Submit your family finance questions to podcast@worthynest.com
Get your FREE family finance starter guide
Pick up a copy of my book, Redefining Family Wealth
