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Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management partners with pre-retirees in East Greenwich, RI, putting you and your future first to help you achieve a successful retirement.

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Timely Tax Season Tips

Rob is joined by tax expert Greg Porcaro to discuss tax season tips taxpayers should be aware of. They cover common simple errors that can hold up your taxes as well as more complex tax return issues that can lead to significant delays or costly mistakes. 

Topics Discussed:

  • Common simple errors that can hold up your taxes
  • Why you should hire a tax professional 
  • Complex tax return issues
  • New retiree tax concerns 

 

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action.

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378 Main Street Suite 105
East Greenwich, RI 02818
401-398-2000
rauclair@balancedwealth.com

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