- Begin Gathering Source Documents—Start getting all of your documents ready to go. Pull together receipts, invoices, statements, etc.
- Get Organized—Be sure to organize your documents properly. This will help you identify any missing pieces. Practicing good recordkeeping will make tax season far less stressful.
- Start Scanning for a Paperless Tax Season—If you haven’t already, now is a good time to adopt a paperless process. It’s so much easier to operate in a digital environment…with invoices, receipts, and all other documents available with the click of the mouse. Going into tax season, you’ll feel a big sense of relief by having all your documents stored electronically.
- Use Your Portal—We developed our advanced online portals to provide you with an easy-to-use and convenient system to both send us your tax source documents and access your completed returns. If you are not already using your portal, take a few minutes to get familiar with the system. You will love the 24/7 access and direct line of communication with our firm!
Give our firm a call if you have questions or require some personalized assistance. Here’s to a smooth and worry-free tax season!