Tax Preparation Advice

March 19, 2024

By ldraper on March 19, 2024

As we approach that daunting April 15 deadline, also known as Tax Day, I can’t help but feel the familiar mix of stress and anticipation that comes with filing taxes. For me, tax season is a time to gather all my documents, review my finances, and ensure that everything is in order and accurate before filing. I’ve found that careful organization, preparing ahead of time, and staying informed can minimize my stress level during this time of year. Here are some tips to help you prepare your taxes and minimize your stress:

  1. Organizing your documents can simplify the process. Start by gathering all your tax-related documents, including W-2s, 1099s, K-1’s, and any other documents. Throughout the year, I create a folder to keep all these documents together so they can be easily accessed when it comes time to file my taxes.
  2. Reviewing your information is important to ensure accuracy and avoid potential issues with your return. Double check all information including SSNs, birthdates, and bank account information. Chances are you know all your information, but you might have made an error when entering a dependent’s or spouse’s information. Additionally, if you plan to claim any credits or deductions, make sure you have the appropriate documentation. 
  3. Consider using a tax preparation tool. Personally, I am a big fan of tax preparation tools. Not only do they streamline the filing process, but they help you identify deductions, credits you may qualify for, and ensure you get the maximum possible refund. By using a preparation tool effectively, you can ultimately have a less stressful tax experience. 
  4. File away! You can file electronically using tax software or through the IRS’s e-file system. If you prefer to file by mail, make sure to include all forms. Filing your taxes on time can help you avoid penalties and speed up the return process.
  5. Planning for next year’s taxes throughout the year will pay off when it comes time to file your 2024 tax return. Consider tracking your expenses, charitable donations, medical expenses, and business expenses throughout the year. Stay informed about the ever-changing tax laws and deadlines. 

Filing your taxes doesn’t have to be a stressful task. Checkout our Tax Timeline to help you plan properly for important dates and deadlines throughout the year. And remember, our team at Curi RMB Capital is here to help you along the way. If you have any questions regarding your taxes or preparation, don’t hesitate to reach out.

Happy tax season!


The opinions and analyses expressed in this newsletter are based on Curi RMB Capital, LLC’s (“Curi RMB”) research and professional experience are expressed as of the date of our mailing of this newsletter. Certain information expressed represents an assessment at a specific point in time and is not intended to be a forecast or guarantee of future results, nor is it intended to speak to any future time periods. Curi RMB makes no warranty or representation, express or implied, nor does Curi RMB accept any liability, with respect to the information and data set forth herein, and Curi RMB specifically disclaims any duty to update any of the information and data contained in this newsletter. The information and data in this newsletter does not constitute legal, tax, accounting, investment or other professional advice. Returns are presented net of fees. An investment cannot be made directly in an index. The index data assumes reinvestment of all income and does not bear fees, taxes, or transaction costs. The investment strategy and types of securities held by the comparison index may be substantially different from the investment strategy and types of securities held by your account. RMB Asset Management is a division of Curi RMB Capital.

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