Now that tax season is over (for most), you might be anticipating a welcome mental break from your financial affairs. However, if taxes caused you a headache this year, whether because of their complexity, amount of paperwork, or the amount you owed, know that there are strategies you can implement now to prepare ahead.

And if spring cleaning is on your mind, here’s a helpful reminder on how long to hold on to those tax documents. How Long Should You Retain Tax Documents?

At Asset Advisors, we are happy to work with your CPA so that taxes won’t make unnecessary dents in your financial independence. Let us help you with your 2023 investment strategy before next April!

Give us a call today at 706-650-9900.