Live with MainStreet

Live with MainStreet – EP 22 – Tax Season

Posted by Anna Sergunina on Mar 8, 2018

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Tax Season

Jim and Anna answer client questions on taxes. This month’s questions include:

Should I do my own taxes with the help of a software program like TurboTax or Credit Karma or should I hire a professional?
If I owe money on this year’s return, how should I pay for it?
If I’m getting the refund, what are the best ways to use it?
Should I make any changes to my withholding in 2018?

Anna Sergunina

anna@mainstreetplanning.com

I passionately believe that in order to live a life of fulfillment and joy, we must genuinely serve each other in any way possible. I found my mission in life to serve others via financial planning. Anna regularly writes about personal finance. Her work appears on Business Insider, Nasdaq, Nerdwallet, among others. Anna is the creator of Money Flow system.

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Live with MainStreet – EP 22 – Tax Season