Getting Ready for Tax Season

Description: 

The idea of tax planning can elicit emotional responses ranging from pure boredom to high anxiety.  But, filing your taxes doesn’t need to be daunting.

This free, one hour workshop will run you through the basics of tax planning and preparation.  Among other items, we’ll discuss:

• How to maximize your time and make the most of your effort

• Consistency from year to year

• Tracking expenses efficiently and accurately

• Using Excel for your tax prep and

• How to complete a Schedule C

Presenter:

Joe Rodola is a seasoned financial expert with extensive experience in small business management. With 25 years of expertise in commercial lending, 22 years of instructing financial literacy classes, and 13 years as a Certified Credit and Housing Counselor (CCCS), he is a trusted authority on financial literacy and business finance. Additionally, Joe’s hands-on experience as a small business owner and track record of success as a small business advisor gives him a wealth of practical insights to share.