Swim with Jim – Tax Season Tips with Brooke Salvini

Swim With Jim

Swim with Jim – Tax Season Tips with Brooke Salvini

We talk with Brooke Salvini of Salvini Financial Planning, Avila Beach, CA.  Brooke is a CPA who does financial planning. We’re going to ask her about taxes.

Questions include;

1. What’s the best way to prepare for sending your “package” to your tax preparer?

2. What are the biggest items that people forget when it comes to tracking and documenting things?

3. What are the chances these days of being audited?

4. If I get an IRS letter in the mail asking for more documentation, what should I do?

5. How do I find a good tax preparer and do they have to be a CPA?

Jim Ludwick
Jim Ludwick

Jim Ludwick is the founder of MainStreet Financial Planning. His varied education and life experiences have enabled him to apply his knowledge and experience into useful solutions for personal financial problems. His writing and broadcasting activities allow him to help many more than just individual clients. He loves a microphone.

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