Michelle Guissinger, CFP®, CPA, CDFA® vice president and financial advisor at Wealth Enhancement Group was featured by Fortune in “The 2023 tax season starts on January 23—5 tips to help you get ready to file.”
“Make a list of all income you earned in the last year,” says Michelle Guissinger, CPA, CFP®, CDFA®, vice president and financial advisor at Wealth Enhancement Group in South Carolina. “This can be done by reviewing deposits to your bank account or by reviewing amounts received on a mobile payment app such as Venmo. Most of these income sources should send you a tax document, but this gives you a list of what income documents you should be expecting.”
Access the article written by Ivana Pino here.
