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More Money Podcast

Want to learn how to save, earn, and do more with your money? Then welcome to the More Money Podcast! Canadian Money expert, Accredited Financial Counsellor Canada® and podcast host Jessica Moorhouse is here to guide you on your personal finance journey and share the stories, expertise, and wisdom from top personal finance and business experts, celebrities, entrepreneurs, authors, and influencers to help simplify and demystify the "complex" world of money. In other words, if you want to get a better handle on your money but have no idea where to start...you're in the right place. New episodes air every Wednesday. For podcast episode show notes, visit jessicamoorhouse.com/podcast. To enquire about being a guest on a future episode, visit jessicamoorhouse.com/podcastsubmissions
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Feb 13, 2019

It’s that time of year again. You know, the time to start thinking of getting your taxes done. Most people dread it, I love it (because I’m a weirdo), but as the saying goes taxes is one of the two certainties in life.

To give you a head start this tax season, and to help you change your mindset so you don’t hate it, I’ve got Lisa Zamparo (CPA & founder of The Wellth Company) back on the show. You probably remember her from episode 137 where she joined me to discuss how to be responsible with debt and credit.

Well, she’s back and is sharing some amazing tips on how to do some tax time prep like a pro! Also, as Lisa mentioned, if you want to get one of her tax season self-care kits, sign up to work with Lisa before February 21!

4 Steps for Tax Prep

Tax prep is super easy, you just need to give yourself some time and know what to do. Here are 4 steps you can take to get prepared like never before!

Step 1 – Download my tax prep checklist.

Step 2 – Get some stationary, boxes and tools that are pleasing to the eye to get you excited.

Step 3 – Actively try to switch your mindset about tax time. Remember that by taking the time right now to make a system for tax time, you won’t have to do all this heavy lifting next year. Once you’ve got a system in place, it’ll be 10x easier next time!

Step 4 – Start preparing tax return. If you want to do it on your own, use online tax software like SimpleTax, UFile, TurboTax or H&R Block’s Online Tax Software. Make sure to Google for a promo code to save money. If you need some help with your taxes, hire a professional tax accountant to help you (like Lisa!).

Step 5 – If you’re self-employed, make things easier for next year by using some online accounting software like Freshbooks, Quickbooks or Wave.

Step 6 – After you’ve filed your taxes, if you get a tax refund, be smart about it! Don’t just spend it. Use it to pay down debt or invest for your future.

Follow Lisa

  • LisaZamparo.com
  • Instagram: @lisa.zamparo
  • Twitter: @lisazamparo
  • Facebook: Lisa Zamparo

For full episode show notes, visit https://jessicamoorhouse.com/183

 

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