Q4 Check In: Are Your Ducks in a Row for Tax Season?

Quiz Questions

• 1.
  Did you file your taxes for 2016?

  • A.
    Yes, of course
  • B.
    Uh, no
  • C.
    Not sure
  • D.
    I don't file taxes
• 2.
  "I know where all my receipts are." Said no one ever, but how much real confidence could you say this statement with?

  • A.
    0% confidence
  • B.
    25% confidence
  • C.
    50% confidence
  • D.
    100% confidence!
• 3.
  Charitable contributions. Do you have receipt of them?

  • A.
    Absolutely!
  • B.
    Not sure
  • C.
    Should I have been tracking those?
• 4.
  Complete the sentence: "For tracking my expenses, I have a..."

  • A.
    Itemized spreadsheet (or a bookkeeper!)
  • B.
    A box of papers somewhere
  • C.
    I'm not much of a tracker...
  • D.
    Don't worry, they're all in my head
• 5.
  How stressed are you about the coming tax season?

  • A.
    I'm thinking of leaving the country 
  • B.
    Apathetic
  • C.
    Wait, when is tax season again?
  • D.
    I'll be ready when it comes
• 6.
  How much have you been setting aside for taxes this year?

  • A.
    I haven't been setting anything aside
  • B.
    20-30% of my net annual income
  • C.
    10-15% of my net annual income
  • D.
    I'll cross that bridge when I come to it
• 7.
  Let's talk CPAs. Have you reached out to yours for pre-tax season?

  • A.
    What's a CPA?
  • B.
    No, I haven't.
  • C.
    Yes, I've emailed them.
  • D.
    I don't have a CPA (or any financial adviser) yet.

Quiz Outcomes

• 1.
  Ducks? What ducks? Send out a search party.

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  Our goal was not to lower your self-esteem with this quiz. Your ducks are everywhere. Financial organization can be daunting, but here's a light kick in the toosh: let's start organizing TODAY. You may need some guidance and tools to get your ducks wrangled in line. We don't want you to set yourself up for a stressful April 2018. Take these helpful tips to get started on realigning your finances:
• 2.
  The majority of your ducks are in a row with a few stragglers

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  Good for you! You're already ahead of the curve when it comes to being prepared for tax season, but don't stop now! A few more ducks are in need of aligning. Get some insight on which ones here:
• 3.
  Wow, the uniformity of your ducks would make the military blush.

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  Gold star to you. You're on an amazing track to being well prepared to take on tax season and any of the curve balls it may throw at you. Take these helpful reminders to heart as you continue killing it: