The new year means it’s time to make your resolutions. But it also means another tax season is here. Take time in January to get organized to make tax filing smooth for you and your tax professional.
You’ll receive the bulk of your tax forms by January 31. But if you believe you’re missing one, contact the appropriate company to request a copy.
Along with tax forms, you’ll want to get other financial documents and information together before meeting with your tax professional. Consider if you have:
Most tax professionals will provide you with their tax organizer that will walk you through all tax areas that may apply to you, so you don’t overlook anything.
source: https://e.clientlinenewsletter.com/mcmillcpasandadvisors
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