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Quite often, taxes can seem mysterious, overwhelming, or downright intimidating, simply because of the complex and ever-changing nature of US tax code each year. We too have been in the role of tax novice as we entered the workforce, often relying on friends and family for our important tax decisions. Taxes are not just a once-a-year event. Even when we have started a new position, this comes with essential tax forms and considerations for us to think about. Together, we will offer you our key learnings from working in the tax and FinTech industries so that you can feel tax literate this season.
In this chat, we want you to walk away with:
Actionable steps you can take for your taxes and finances when you start a new job
A solid understanding of how to prepare for tax season
Ownership over your tax returns, plus what a tax refund or tax debt means for you
Taylor is currently the Head of Marketing for Rapidly. Prior to this, she has pivoted in her career from elementary school teacher to fashion photographer and now to FinTech marketing. She is passionate about consumer education around personal finance and taxes.
Evin Wick
Rapidly
Evin has spent 10 years working in accounting, tax, and financial technology. He is passionate about tax policy and the use of technology to enable better financial understanding and empower savers to achieve their financial goals. Evin holds a JD and a LLM in Taxation from Georgetown.
