CFO Corner Week 5: 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: [email protected]