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'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

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Live with MainStreet – EP 22 – Tax Season