Are You Maximizing Your Tax Return This Year?

Let's be honest—tax season doesn't exactly spark joy. But there's a lot more to it than just plugging numbers into a software and hitting "submit." In this episode, Tim Clairmont MSFS™, LACP™, and Tyler Andrews CFP® sit down to unpack some of the real questions people are asking right now: Are you withholding too much or too little from your paycheck? Are there deductions or credits you're overlooking? Could a few small adjustments now save you headaches (and maybe dollars) next year?