FEBRUARY 17, 2026 | 12:00 PM PST
Tax Preparation & Planning
This session will prepare you for the imminent tax season, providing a refresh of what documents to collect, what credits and deductions you may be eligible for, and what resources are available on tap to ease this process as much as possible.
Learning Objectives
Gather Tax Documents
Collect all necessary W-2s, 1099s, and other forms needed to file your taxes.
Learn About Tax Credits
Research tax credits and deductions you may be eligible for, such as the Earned Income Tax Credit.
Facilitator
Tracey T. Lovely
Founder & CEO
Better Taxes & Consulting LLC
Better Taxes and Consulting LLC is a family-owned account service that has been serving the Bay Area community for the last 25 years. Their team has grown and includes experienced staff and dedicated support to provide both personal and professional financial services. They stay abreast of all the new technologies and softwares. As a result they are able to provide relevant services to their clients.