2025 Tax Filing Preparation - Reduce Taxes By Being Prepared

Inside the workshop, we’ll walk through:

• A simple framework to organize all of your income and deductions for your 2025 tax return.
• Exactly which documents, reports, and numbers to have ready — and how to avoid missing forms that delay your refund.
• Key year-end moves: retirement contributions, HSA/FSA choices, estimated payments, and timing rules that matter in 2025.
• Business & side-hustle prep: mileage, home office, equipment, subscriptions, and reimbursements that turn expenses into legal deductions.
• Investor prep: RSU / ESPP / option exercises, stock and crypto sales, rentals, and how tax-loss harvesting works in plain English.

Special situations we’ll cover:

• Foreign income & assets: when you must file FBAR / Form 8938, and how to prepare so you don’t over-report or under-report.
• Real estate sales: selling your home or rental property, documenting basis, improvements, and closing costs to reduce taxable gain.
• Multiple states: working remotely, moving states, or having rentals in different states — what to track so you file correctly.
• Small business changes: new LLCs, S-Corp elections, or closing a business, and what your 2025 return needs to reflect.
• Questions to ask your tax pro so they actively look for savings with you instead of simply “processing” your return.