We're about two months out from the tax filing deadline, and I don't have to tell you April 15 will be here before you know it. Every year it seems that tax time evokes many questions and all sorts of emotions among customers.
Some of you may wonder how the integration of Wells Fargo and Wachovia will affect your tax time preparation. Well, here's the short answer: It's business as usual. (You've heard that before, haven't you?) In any case, your tax documents will be available from your current financial institution.
Plenty of you take tax time it in stride — maybe you even look forward to a big refund. Others of you would probably rather have a root canal than do your taxes. Well, I know exactly how you feel. Personally, I used to dread tax time. I'd put off doing them as long as I possible could, until l was a complete and total stress case. And I noticed many of my friends felt similarly.
To remedy my procrastination, I hosted an "All Squared Away Day" party. It's a party with only one caveat: your taxes have to be completed to attend. As All Squared Away Day drew closer, it gave my friends and me a positive incentive to get our taxes submitted early.
When I finally sat down to get all squared away, I was pleasantly surprised at how easy tax preparation can be with the resources on the Wachovia and Wells Fargo websites. They have tons of great information to make preparing taxes easer and faster, and may even save you some money.
For you great folks with accounts at Wachovia, there's a Tax Filing Tool Kit on wachovia.com that helps you:
- Determine 2008 tax rates
- Keep track of important dates
- Download state and federal forms
You'll find a tax preparation checklist and information about how to deposit your tax refund right into your Wachovia IRA.
Likewise for Wells Fargo customers — you can access Wells Fargo tax documents, get an overview of new tax laws (in language even I can understand), get help figuring out what tax deductions you may be eligible and lots of other really helpful stuff at the Tax Resource Center.
So no matter what situation you're in when it comes to taxes, we have plenty of resources to help! And you still have plenty of time to check out these websites before filing.
For those of you who dread tax time, consider throwing your own "All Squared Away Day" party. Although it won't reduce your tax bill, it's a simple way to make tax time a little more enjoyable.
Until next time...Happy Tax Season!
Molly: Loved your article. I had no idea it was so easy to get tax helps from Wachovia and Wells Fargo. How fun to see "all squared away day" receive national notoriety!