124: Who’s doing your taxes?

In this episode KT discusses:
• Changes in the Tax Laws
• Why you could be paying too much for tax preparation
• Taking the Standard Deduction vs. Itemizing

Key Takeaways:
• Free tax prep options
• The hidden cost of a fast refund
• Why your CPA may not be working as hard as before

“This is your money. You worked hard all last year for it. If you’re due a tax return this is money you’ve overpaid the government, that they got to borrow for free all year. Don’t let anybody else take any more of it before you get to call it yours.” – KT

Click here to reach KT
See KT’s interview on C-Suite Network’s Best Seller TV
Connect with KT Thomas: http://ktsmoneymatters.com/
Purchase KT’s book- The Hardworking Woman’s Guide to Money
Some theme music provided by Stay Positive by Mixaund | https://mixaund.bandcamp.com
Music promoted by https://www.free-stock-music.com

About the author, Kathleen

Kathleen Thomas, who often goes by KT, has over 25 years of experience in the financial services industry and understands the need for women to take control of their financial lives.

A Certified Investment Management Analyst, Chartered Life Underwriter, and Certified Financial Planner™ practitioner, Thomas earned her degrees in Finance and Political Science from Salem College.

Prior to founding NewDay Solutions, an independent Registered Advisor Firm, Thomas spent 20 years as a private wealth advisor for Ameriprise Financial Services. Many of her earliest clients continue to work with her.

Thomas is an avid long-distance runner and triathlon participant. She has completed the Boston Marathon seven times and the Ironman Distance Triathlon three times. She has volunteered as coach and mentor for Girls on the Run New Hampshire and Team in Training.

Raised in Newton, Massachusetts, Thomas now lives in Seabrook, New Hampshire, with her husband, John. They have one daughter.

Leave a Comment