How I make tax season boring (in a good way)

I wanted to share my experience with my tax planning session this past December.

I’m no stranger to tax conversations or even filing taxes but I was still so nervous to make the appointment. I really just wanted to figure it out myself and avoid a call but that didn’t happen.

All summer, I had 2 questions that would impact how much taxes I owed taking up more and more space in my head. I’d been putting off asking my tax pro about it because I thought I could figure it out. I normally do my own rough tax planning each year, but it was a new situation, so I wasn’t sure what the right decision was.

By November (yes, months later), I couldn’t put it off anymore. I still didn’t have an answer yet, and it was getting close to the end of tax planning season. So I finally emailed my tax pro, we booked a call, and I asked my questions.