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Tax Season Prep: What to Do Before You Meet With Your CPA

EPISODE · Feb 14, 2026

Tax Season Prep: What to Do Before You Meet With Your CPA

from Money Matters · host Marcus Bynum and Venus Bynum

In this episode, we break down the essential document checklist you need to gather—from W-2s to 1099s—to ensure your tax appointment runs smoothly and efficiently. We also share expert tips on organizing your business expenses and charitable receipts to help you maximize your deductions without the last-minute stress. Tune in to learn how a little bit of prep work now can save you significant time and potentially lower your CPA’s billable hours.

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Tax Season Prep: What to Do Before You Meet With Your CPA

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