VIDEO: Your Tax-Preparation Checklist

VIDEO: Your Tax-Preparation Checklist

By Curtis W. Chambers, CFP®

After yet another volatile year in the 2020s, the last thing you probably feel like doing is thinking about taxes. But, like it or not, tax season is quickly approaching, and the better prepared you are, the sooner you can shake off that stress and spend your time doing what you love instead. Watch this quick video to help you get organized and put all your ducks in a row. We also compiled a helpful PDF checklist you can download here to help you collect and organize all of the necessary documents.

About Curtis

Curtis Chambers is a financial advisor and founder of Chambers Financial Group, a financial services firm based in Largo, FL, that provides independent financial planning and investment advisory services through LPL Financial. For over two decades, Curtis has practiced values-based planning and investment management for families, retirees, and small businesses, centered on personalized advice and guidance based on customized goals. Curtis thrives off removing the money management burden from his clients’ shoulders and helping them make their money work for them—for a lifetime.Curtis’s career as a financial advisor began in 1997 with Edward Jones, for which he managed the Clearwater office for 12 years.

Curtis served in the Florida Army National Guard and has been quoted in The Wall Street Journal, NBC News, and Men’s Health magazine, among others. He serves on the Board of the Community Service Foundation in Clearwater, is the past President of St. Patrick School PTO, and is on the school’s Advisory Council. Curtis holds a Bachelor of Arts in English from the University of Arkansas, an MBA from the Olin Business School at Washington University in St. Louis, and holds the CERTIFIED FINANCIAL PLANNER™ designation. Curtis lives with his wife and sons in Largo and enjoys exercise, reading, and spending time with family. To learn more about Curtis, connect with him on LinkedIn.

Share the Post:

Ready to start the conversation?

Schedule an introductory phone call with us today.

Get regular financial and market insights from our team.

This field is for validation purposes and should be left unchanged.