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January 2023

7 Steps to Take Before You File Your Taxes This Year

Submitted by 360Blue Financial Strategies on January 30th, 2023

Rushing to file your tax return before the deadline may mean making mistakes that could have been avoided. Even now, there is still plenty you can do to plan ahead and prepare before filing your taxes. Here are eight steps designed to help tax filers save money and avoid surprises when filing this year. 

Step #1: Figure Out Your Filing Status

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  • Financial Advice
  • Tax
  • taxes
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Tax Strategies for High Earners

Submitted by 360Blue Financial Strategies on January 25th, 2023

Preparing a strategy that is both advantageous and tax-efficient might feel daunting at first. Thankfully, there are some things you can do now to keep from overpaying this tax season.

Build Your Team of Professionals

Tags:
  • Financial Advisor
  • High Earners
  • Tax Strategies
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How to Get the Most Money Back on Your Tax Return

Submitted by 360Blue Financial Strategies on January 16th, 2023

Between gathering the necessary paperwork and working through complicated scenarios, tax season can be a stressful time. You’ve worked hard throughout the year, and you want to be sure you’re taking the right measures to get the maximum amount back on your return.

Tags:
  • Financial Advisor
  • Tax Return
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