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March 23, 2026

4 strategies for an organized tax season

  • Has tax time become a frustrating paper chase? These tactics can buy you some relief.
    • By CHRISTINE BENZ
    Morningstar

    Every year, tax day sneaks up in a hurry. Whether you use tax preparation software or outsource to a certified public accountant, here are some key strategies to ensure a smooth and worry-free tax season.

    STRATEGY 1: USE A TAX CHECKLIST OR ORGANIZER


     
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