Tax Guide 2023

Jan 30, 2023
Written By Jordan Patrick

Tax season has officially begun! This year, the Commas team has put together a comprehensive guide to help you navigate tax season. This guide includes key tax terms and strategies you should know and helps you answer questions like these:

• Should you do your own taxes or hire a professional?

• What tax documents do you need?

• Where do you find tax documents for your investment accounts?

Click here to download the full PDF of the Commas tax guide.

Commas is a wholly-owned subsidiary of Truepoint Inc., a fee-only Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training. More detail, including forms ADV Part 2A and Form CRS filed with the SEC, can be found at www.usecommas.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice.

Tax planning

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