Join us virtually on Zoom on Tuesday, February 25th at 12PM PST
What we’ll cover
Have you started to think about filing your 2024 tax return? Do you want a better understanding of how to file your taxes or how to decide if you should seek out help from TurboTax or a CPA?
Join our annual Tax Return Live Event if you want to review common tax forms and how they impact your taxes. We recommend that you have access to the following documents during this webinar:
Your 2024 W2 Form issued by your employer
Your 1099 Forms issued by your bank (these forms state your income)
Our live event speakers
ANDREW NELSON, AIF, MBA | MANAGING PARTNER, DIRECTOR OF BUSINESS DEVELOPMENT
Andrew is passionate about diving into the details of organizations and how they serve their employees. Working with companies, increasing the financial literacy of employees and committees and stretching employee benefit dollars are at the core of what Andrew and his team get excited about.
HOLLY HUDDLESON, CPA | FINANCIAL PLANNING ASSOCIATE
Holly takes great joy in sharing knowledge with others and providing peace of mind to clients through organization and planning. She especially enjoys building long-term relationships with clients & teammates. Holly joined the Human Investing team in 2024 and brought with her over a decade of experience in tax as a CPA specialized in real estate.