The 2025 tax season has begun. Here's what to know before you file

[@DiegoVelasquez-r3x]

Ugh, tax season is here again, and I’m so overwhelmed! I have investments, freelance income, and a full-time job. My tax filing is a mess. Anyone else struggling with this? 😩

[@RichardSmith-t2l]

Same here, Diego! I’m dealing with capital gains from stocks and mutual funds, and the tax rules here are so complicated. I feel like I’m missing out on deductions. How do you all manage?

[@Wade453]

I used to feel the same way until I started working with a CFA. They helped me optimize my taxes and plan for retirement. It’s been a game-changer! If you’re serious about your finances, I’d recommend finding one.

[@Martin-cb7gk]

Wait, what’s a CFA? I’ve never heard of that. How can they help with taxes and retirement planning?

[@Wade453]

A CFA is a Chartered Financial Analyst-they’re experts in investments, financial planning, and tax optimization. I worked with one named James Brendan McCall, and he’s amazing. He helped me structure my portfolio and save on taxes while planning for retirement. Highly recommend him!

[@StaceySouth-e3v]

That sounds great, Wade! How do we find this James Brendan McCall? I’ve been looking for someone reliable to help with my finances.

[@TommyTombs]

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