Be Organized For Tax Season


Yesterday I was talking about the various ways you might
prepare your tax return with the goal of filing on time. I was working on
several files for taxpayers yesterday and it occurred to me that the most
significant factor in helping make this process easier (for all concerned) is
being organized. This isn’t just at tax time when you conduct a search and
rescue mission to find all the important documents that you have been sent but
throughout the year. The first goal is to put these documents in a place where
they can be found easily. Usually this is the drawer or envelope/file folder
where the previous return is resting in peace. Start a 2012 envelope right now
and start accumulating the paper. Someone came into my office yesterday and
asked if they could use a desk to sort out their charitable donation slips and
medical receipts. Two hours later schedules had been prepared. It might have
been easier to add to these schedules throughout the year and I am sure that
accuracy would have been enhanced. If you are taking your return to a tax
preparer make sure that your summaries are accurate – a simple adding tape
would help. Your tax preparer wants you to do this!! We provide organizers for
our clients to make sure that we get your information. Come and see us and we
can show you how to make this process less time
consuming and more rewarding.

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