Discover your tax personality
When tax season rolls around each year, are you confidently leading the charge or reluctantly wading through paperwork?
Let’s find out! Look at each category (row) and pick which sounds most like you. Keep track of your points.
When it comes to taxes, I…
For informational purposes only.
If you scored…
Jump to your tax personality for more information about how an Ayco coach can help you through tax season.
Tax filing and planning is no sweat for you. You’re confident you’re making the right decisions—you know the paperwork you need and have a good understanding of how it all works.
Tips from Ayco coaches:
Somehow, you got stuck being in charge of the family taxes, but you do your best. Here are some tips from Ayco coaches to help you stay on track:
You’re either new to tax filing and planning responsibility or it’s been a while since you’ve had to lead the charge—but you don’t have to go it alone. An Ayco coach is here to help. Here are some tips to get you started:
You hit the tax season jackpot—someone else does your family’s taxes! You know the paperwork they need and provide it, but aren’t really involved in filing or planning.
Tips from Ayco coaches:
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United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”) is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization.
The information contained herein is intended for informational purposes only, is not a recommendation to buy or sell any securities, and should not be considered investment advice. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances. Please contact your financial adviser with questions about your specific needs and circumstances.
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