Discover Your Tax Personality and Stress Less This Tax Season

By Goldman Sachs Ayco Personal Financial Management

Ever wondered what your tax habits say about you? Find out in this quick quiz—and get some personalized tips to help take the stress out of tax season.

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.

The DIY Champ

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:

  • Work with us to look for additional ways to save. There could be benefits or strategies you aren’t taking advantage of. Schedule an appointment to get the conversation started.
  • Consider charitable donations.
  • Attend upcoming live Ayco webinars or get tax tips on-demand. If your company is hosting Ayco tax planning webinars, be sure to hold your spot!
  • Understand the pros and cons of receiving a refund. Don’t give Uncle Sam a free loan. Read our quick article Taxes: Refunds are not always your friend.

The Reluctant Accountant

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:

The Newbie

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:

Happy Bystander

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:


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 (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Advisory services are offered through United Capital Financial Advisers, LLC and brokerage services are offered through GS& Co., member FINRA/SIPC.

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ABOUT THE AUTHOR

Goldman Sachs Ayco Personal Financial Management

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.

Information and opinions expressed by individuals other than GS PFM employees do not necessarily reflect the view of GS PFM. Information and opinions expressed in this article are as of the date of this material only and subject to change without notice.

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