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Tax Season Survival Guide

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The Tax Season Survival Guide provided by Charese, the owner of Financial Fancy. The guide contains important information for individuals and business owners to help them navigate the tax season. It includes key tax due dates, updates on tax rules, and details about what tax documents are required. Note that this guide doesn't serve as financial advice; it's advisable to consult your tax accountant for personalized advice.

  • Important tax due dates for forms like 1040 for individuals, 1065 for partnerships, and 1120 for corporations are clearly outlined.
  • Information about the standard deduction and tax brackets for 2023 is provided.
  • The individual tax organizer section includes details about personal information, income documentation, and expense documentation required for tax filing.
  • Also highlighted are services offered by Financial Fancy, including CFO strategizing and a membership to the TTC Academy.
  • Charese offers help to small business owners to start and scale their businesses, aiming to save them time and money.
  • For more information or to get started, visit the Financial Fancy website at www.financialfancycfo.com.


You will get a PDF (10MB) file

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