Broker Check

Video: Relieved Tax Season is Over? Here's how to Prepare For Next Year

May 30, 2023

Tax season can be an incredibly stressful time of year and you may have been surprised whether or not you got a tax refund. In this episode, Financial Advisors Rose Price, CFP(r) AIF(r) and Chris Mellone CFA, CFP(r), AIF(r) discuss how to prepare early and make adjustments so you are in a strong position when next year rolls around. Want to learn more? Feel free to reach out at or 703-356-4360 to speak with an advisor or learn more. #finance #tax #taxplanning #financialplanning #taxreturn2023 #cpa