At Padden Financial Planning, founder Sheila Padden made it easier on herself this year by bringing on a paraplanner “who loves tax preparation.” Now each tax return gets two sets of eyes on it, she said. “Tax preparation helps me with my tax planning work because it keeps me sharp,” Ms.Padden said. “The devil is in the details.” All of her regularly scheduled financial planning meetings from February through mid-April each year are tax focused. She’ll welcome her first post-tax-season meeting on April 20.
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