Tax time comes every year but somehow, most people aren’t ready for it. I guess when you only do something once a year, you get a little rusty. Wouldn’t it be easier if we prepare all year, instead?
My guest, Paul Allen, is helping us prepare for tax season all year. Paul retired from the Navy after 24 years of service, eight years as an enlisted nuclear reactor operator, and 16 years as an Intelligence Officer. Following his retirement, Paul continued to serve as a civilian employee of the Army and Coast Guard. Following his passion, Paul opened PIM Tax Services and later, Redeployment Wealth Strategies. He earned enrolled agent status and is a Certified Financial Planner.
Paul shares advice and tips on how to create routines to keep your finances in order for tax season. He also talks about the things that need to be on our tax radar and mistakes you want to avoid.
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