Episode 307: What Do I Need to Prepare My Taxes - with Jeff Foley and Jack Ekholm

As we head into the 2025 tax filing season, this episode provides a comprehensive checklist of the essential documents you’ll need, from W-2s and 1099s to the vital direct deposit information required by the IRS’s new digital-first refund policy. We break down the major changes from the "One Big Beautiful Bill Act," detailing how the higher SALT cap, expanded Child Tax Credit, and brand-new deductions for auto loan interest could significantly boost your refund. Tune in to learn how to organize your records now to maximize these new benefits and ensure a smooth, stress-free filing experience.