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Simplify your Tax Season!

Simplify your Tax Season!

Filing taxes doesn’t have to be complicated.  Here are some straightforward and effective tips to help you navigate Tax Season 2024 with ease!

Don’t Wait, and Stay Organized
One of the best pieces of advice we can give is to start preparing your taxes as early as possible! By gathering all of your documents, like W-2s, 1099s, and any receipts for deductions or credits, you can save a lot of time and stress! Plus, consider using a digital tool, app, or service to keep track of your documents and expenses for the year.  You can download your most important tax forms directly from Online Banking.

Understand Your Deductions and Credits
Tax deductions and credits can significantly reduce your tax bill, but they can also be confusing. Take some time to research which deductions and credits you might be eligible for! For instance, if you work from home, you might qualify for a home office deduction. Similarly, if you’ve made charitable donations or have education expenses, you may have credits available to you! 

Use Reliable Tax Software or a Tax Professional
For many, using tax software can simplify the filing process, helping you avoid mistakes, and maximize your return. If you have a complex financial situation, or you simply prefer a more human touch, you can consider hiring a professional tax preparer, providing you personalized advice and ensuring that you’re making the most of your tax situation! 

Don’t forget to choose Direct Deposit when filing for a faster and more secure return. You can use our routing number: 226070584.

Protect Your Personal Information
Tax season is prime time for identity thieves and scammers. Be vigilant about protecting your personal information, and only file your taxes through secure encrypted connections or trustworthy institutions. Be wary of unsolicited phone calls or emails claiming to be from the IRS or other well-known government agencies. Remember, the IRS will never contact you by email, text, or social to request personal or financial information. 

Happy filing!


Apple Bank is not a tax advisor. This information is for educational purposes only.  For specific advice about your unique circumstances, you may wish to consult a qualified professional.