Aquila Wealth Advisors, LLC

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Episode 34. 3 Ways to Make Your Tax Filing Season Less Painful

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3 Ways to Make Tax Filing Season Less Painful Eric Maldonado, CFP®, MBA, Aquila Wealth Advisors, LLC, San Luis Obispo, CA

In this episode, I’m talking about 3 ways to make your tax filing season less painful.

  1. Keep a tax document for running tax notes throughout the year

  2. Create a folder for each tax year to upload documents throughout the year

  3. Email quick questions to your tax professional when they come up.

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

eric@aquilawealth.com

872 Higuera St., San Luis Obispo, CA 93401

www.aquilawealth.com