I’m a Financial Planner—Here’s What to Know If You Haven’t Filed Your Taxes Yet

I’m a Financial Planner—Here’s What to Know If You Haven’t Filed Your Taxes Yet


Many of us drag our feet when it comes to filing our taxes. In fact, according to IRS data, 29 percent of tax returns were filed in the last three weeks of tax season last year. If you’re panicking that this year’s deadline is approaching and you’re not sure where to get started, the good news is that you still have time. As a certified financial planner at SoFi, a personal finance company, I can help you navigate the tricky ins and outs of the IRS. Let’s start by gathering the documents you need, identifying important tax advantages, and learning how you can put your tax return money to good use.

Know When to Ask For Help

The first decision you’ll need to make is whether you’ll want to file your taxes on your own through an online platform or work with a Certified Public Accountant (CPA). If you have a more complicated tax situation, working with a CPA might be the best option for you. Their job is to help you navigate and understand the tax code. Working with a CPA will come with an additional cost. You can often find a great local CPA through your network or word of mouth.

Gather Your Paperwork





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