Discover your tax personality and stress less this tax season

Individuals 01.27.2022 5 MIN

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…

	4 points	3 points	2 points	1 point
Leadership	Take charge for myself (and my family)	Generally get stuck doing the filing and planning	Am filing for the first time this year (or the first time in a while)	Don’t do the filing or planning
Knowledge	Feel comfortable and don’t have many questions	Have some knowledge, but often have questions	Will definitely be looking for help/ using a tax service	Hand over my paperwork
Stress	Have little to no stress	Experience some stress	Feel pretty stressed and overwhelmed	Don’t feel stressed. I’m not involved
Timing	File as early as I can	Wait a little bit to file, but not too long	File at the last minute	Don’t make decisions
Outcome	Have a good idea of what I owe or will receive	Look at what I owed or received last year and can make a decent guess	Have no idea what I’ll owe or receive	Trust my family member knows

For informational purposes only.

If you scored…

16-20: You’re a DIY Champ
11-15: You’re a Reluctant Accountant
6-10: You’re a Newbie
5: You’re a Happy Bystander

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:

Consider us your tax season guides. We can have multiple sessions as you file for this year and plan for next. Breaking it into small steps makes it much more manageable and will save you a lot of headache. Don’t wait to schedule your appointment!
Understand your withholding. During our one-on-one conversations, we can run you through the withholding analysis process to pinpoint ways to increase your tax efficiency.
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!
Brush up on the basics. You’ll find some helpful tips and descriptions in:

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:

Get step-by-step help. We can have multiple sessions as you file for this year and plan for next. We’ll walk you through best practices and considerations given your unique tax situation. Don’t wait to schedule your appointment!
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!
Take a self-guided crash course on the basics. We recommend starting with:

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:

Schedule a check-in with us. And be sure to include your family member who does the taxes. We can help you both review where you are and any opportunities to increase your tax efficiency. Schedule your appointment to get started.
Set up shared access to Ayco resources. This way, the person doing the tax filing and planning can access our online resources and your coach whenever they need to.
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!
Take a self-guided crash course on the basics. We recommend starting with: