Daily Juice – Should you do your own tax return?

Should you do your own tax return?

Daily Juice – Should you do your own tax return?

Welcome to the Daily Juice Show, where we discuss just one “ingredient” of the complex money topics you face.

This is a question I get all the time from clients.

The answer depends on your situation! And it depends on a few different factors.

  • How complex is your tax return?
  • Do you own a business?
  • Are you self-employed?


If you have a complex tax return or own a business, then there is probably an opportunity for you to engage a tax professional to ensure you are minimizing your tax liability.

For those of you who don’t have complex tax return or only have W-2 income, perhaps using online programs such as TurboTax will be a great solution. There software programs are designed to walk you thru the preparation process and you can also reach out for help with questions.

Until next time, remember: It’s your money, and your future wealth, just one sip at a time.

Anna Sergunina
Anna Sergunina

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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