As we dive into tax season, it may be tempting to compare filing taxes to using a vending machine—put in the details, press a button, and expect your returns to be the same as last year. But that’s far from reality. Life isn’t static, and neither are our taxes. The events of the past year, whether they were milestones or challenges, have the potential to significantly shift our approach to tax preparation.

In the video below, I discuss how life’s milestones—such as marriage, welcoming new family members, or navigating the tough times of loss or change—bring unique tax considerations and planning opportunities.

Let’s shed the myth of the tax season vending machine. With a thoughtful approach, we can navigate the complexities of tax planning, ensuring we’re prepared for whatever life has thrown our way this past year.

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