EPISODE · Jan 7, 2026 · 15 MIN
2026 Tax Season: What to Know & How to Prepare
from You & Your Money
Tax season may still feel far away, but major changes are coming—and early preparation will be key. In this special episode of #YouAndYourMoney, WHZ AVP, Wealth Advisor Jonathan Mathews unpacks what taxpayers need to know about the 2026 filing season, from a possibly delayed start to new deductions for seniors, electronic-only refunds, and the wide-ranging impact of the One Big Beautiful Bill Act. If you want to get ahead of the curve (and avoid April surprises) this is the episode you’ll want to hear.Full episode down below. ⬇️#ConfidencePartnershipForLife- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com
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Tax season may still feel far away, but major changes are coming—and early preparation will be key. In this special episode of #YouAndYourMoney, WHZ AVP, Wealth Advisor Jonathan Mathews unpacks what taxpayers need to know about the 2026 filing season, from a possibly delayed start to new deductions for seniors, electronic-only refunds, and the wide-ranging impact of the One Big Beautiful Bill Act. If you want to get ahead of the curve (and avoid April surprises) this is the epis...
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2026 Tax Season: What to Know & How to Prepare
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