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Market Street LIVE: Getting Ready to File

Tax season doesn't have to be stressful — if you know what to prepare. In this video, Senior Financial Planners Austin Angel, CFP®, and Katie Fischer walk you through everything you need to know to get ready for your 2025 tax return. From updated tax brackets and key deadlines to the documents you need to gather, last-minute IRA and HSA contribution opportunities, and common mistakes to avoid, this session gives you a practical roadmap to file with confidence. We also cover how tax filing connects to your broader financial plan — including Roth conversion opportunities, withholding adjustments, and how to use your 2025 return to get ahead for 2026. Whether you work with an accountant or file on your own, this is the prep work that makes a difference. This video is for educational purposes only and is not tax or legal advice. For personalized guidance, contact Market Street Wealth Management Advisors at MSWMA.com.