CFO Corner: It's Tax Season - Here's Your First Move

Tax season is here! This week on CFO Corner, we're organizing your tax documents and reviewing W-2s and 1099s for accuracy. This 10-minute action prevents errors, delays, and last-minute stress. You're not filing taxes today - you're getting organized and catching mistakes early so everything runs smoothly later.

In This Episode:

• Why organizing tax documents NOW saves hours later
• How to review W-2s and 1099s for accuracy
• What to check: names, SSN, amounts, employer info
• How to create one central tax folder (physical or digital)
• What to do if you spot errors (contact employers NOW)
• Creating a "still waiting on" tracking list

What You'll Do:

✓ Review income forms for obvious errors ✓ Create one central tax folder ✓ Make a list of missing documents ✓ Set yourself up to stay ahead of deadlines

Key Takeaway:

This takes 10 minutes now but saves hours of chaos in April. This is how a CFO stays ahead of deadlines instead of reacting to them.

Resources:

• Related Episode: Build Your 2026 Money Calendar

Next week: Budget categories that fit YOUR life!

Read the full Show Notes Here!

 

Thanks to our sponsor:

 

• Rakuten

 

Thanks for tuning in and come back each week for a brand new episode! If you liked the episode, don’t forget to hit subscribe, rate & review! Check out our FREE Newsletter to get all of our latest advice and freebies!

 

Connect with us on Instagram @your.money.style

 

Visit our website for articles, resources, and more at www.liveyourmoneystyle.com

 

Email us: hello@liveyourmoneystyle.com