Preparing for Taxes with The CPA Dude

Today is the first Friday in April and in case you didn’t know, April is Financial Literacy Month or what we like to call our favorite time of year at The Financial Gym. An entire month that’s focused on the importance of financial literacy. I always say that financial literacy is just as important as regular literacy and while there are so many resources for us out there to get better at it, I still feel as though we have a financial literacy crisis in the US. Every day new clients come to the Financial Gym feeling shame that they aren’t as adept in their personal finance knowledge as they think they should be and my response is always the same. Why should you feel confident? Most of us didn’t learn about personal finance at home, at school, or on the job, yet the second we start receiving paychecks, we’re responsible for managing our money and navigating the world of personal finance. This month on the podcast, I’m addressing a particular area of finance that our clients find the most challenging. 

Today we’re starting with taxes. If you’re like me and you haven’t filed yours yet, you won’t want to miss this episode. Joining me today is Tony, the founder of CPA Dude to talk about taxes, common questions, how you can plan throughout the year, and what to do if you haven’t filed in a while. 

For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode414