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Documents You Need to File Your 2018 Tax Return

So before you start working with your tax preparer or open up your tax software, either the package you bought or downloaded or are using via Free File (yes, it’s already open), here are some things to think about and documents that you might need to do the job.

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The Basics of Tax Planning

Megan is a Certified Financial Planner (CFP), Certified Public Accountant (CPA) and the Director of Financial Planning at Motley Fool Wealth Management. She’s a tax guru and is here to teach us some basics of tax planning!

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