April 18, 2017

If you're serious about financial planning, you should understand taxes! The simplest way is to start with your own return and go line-by-line to make sure you understand each and every calculation and input.
Creating a Financial Plan

Tax Day Challenge: Understand Your Tax Return Line by Line

It’s tax day!  During my time working at a public accounting firm, this was a day of great celebration. The first half of the day was spent tying up loose ends and the second half was the end-of-season party. Of course, we did file tax extensions for

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I’m Kathryn Hanna-wife, mother of 3 and a Certified Public Accountant. I love to budget (really, I do!) , build spreadsheets and spend money on travel, sewing supplies and good chocolate.


diy fianancial checklist


complete financial plan spreadsheet
Easy-to-customize spreadsheets to improve your entire financial life from budgeting to tax and retirement planning.