[Ep. 183] Tax Time Prep Like a Pro with Lisa Zamparo

Lisa ZamparoIt’s that time of year again. You know, the time to start thinking of getting your taxes done. Most people dread it, I love it (because I’m a weirdo), but as the saying goes taxes is one of the two certainties in life.

To give you a head start this tax season, and to help you change your mindset so you don’t hate it, I’ve got Lisa Zamparo (CPA & founder of The Wellth Company) back on the show. You probably remember her from episode 137 where she joined me to discuss how to be responsible with debt and credit.

Well, she’s back and is sharing some amazing tips on how to do some tax time prep like a pro! Also, as Lisa mentioned, if you want to get one of her tax season self-care kits, sign up to work with Lisa before February 21!

4 Easy Tax Time Prep Steps

Tax prep is super easy, you just need to give yourself some time and know what to do. Here are 4 steps you can take to get prepared like never before!

Step 1 – Download my tax prep checklist.

Step 2 – Get some stationary, boxes and tools that are pleasing to the eye to get you excited.

Step 3 – Actively try to switch your mindset about tax time. Remember that by taking the time right now to make a system for tax time, you won’t have to do all this heavy lifting next year. Once you’ve got a system in place, it’ll be 10x easier next time!

Step 4 – Start preparing tax return. If you want to do it on your own, use online tax software like SimpleTax, UFile, TurboTax or H&R Block’s Online Tax Software. Make sure to Google for a promo code to save money. If you need some help with your taxes, hire a professional tax accountant to help you (like Lisa!).

Step 5 – If you’re self-employed, make things easier for next year by using some online accounting software like Freshbooks, Quickbooks or Wave.

Step 6 – After you’ve filed your taxes, if you get a tax refund, be smart about it! Don’t just spend it. Use it to pay down debt or invest for your future.

Tax Time Simpsons Episode

I found it! I found the clip of the tax time Simpsons’ episode Lisa and I both referenced. Honestly, it made me laugh out loud because I am 100% a Ned Flanders. Enjoy!

Resources

To help you be the most prepared you’ve ever been this tax season, here are some resources to help you!

Follow Lisa Zamparo

Investing Foundations for Canadians course

Investing Foundations for CanadiansWant to get started investing, but aren’t actually sure where to start? My course, that’s where! If you want to become a fully informed and confident investor, this is the course for you. Check out past student reviews and the full course syllabus to see what you’ll learn!

Learn more & sign up

Happy Go Money by Melissa Leong bookEnter to Win a Copy of “Happy Go Money”

Want to enter for a chance to win a copy of Melissa Leong’s new book Happy Go Money: Spend Smart, Save Right & Enjoy Life.

Click here to enter contest

Want to learn how to prep for tax time like a pro? This tax season, follow these 6 steps to get organized, file your taxes on time, then move on with your life! #taxseason #taxes #taxtime #personalfinance

Want to learn how to prep for tax time like a pro? This tax season, follow these 6 steps to get organized, file your taxes on time, then move on with your life! #taxseason #taxes #taxtime #personalfinance
Disclosure: Nothing on my website or affiliated channels should be considered advice or an endorsement, and some content may include affiliate links in which I may earn a commission at no extra cost to you. Please read my disclaimer to learn more.

Leave a Comment

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Start typing and press Enter to search

72 Shares
Pin45
Share23
Share4
Tweet
Email