Cut Your Tax Season Stress in Half

Make things easier on yourself with a few quick steps you can take now to help cut down on tax season stress.  Here are a few suggestions:

Plan to organize early.  Set aside a folder to collect what you’ll need:

• W-2’s from your employer
• 1099’s for other income earned
• Bank and other financial statements
• Receipts for things like medical bills and charitable donations
• Childcare information and your dependents’ income
• If you’ve refinanced or bought a new home – we need those docs, too!

A tax meeting is not necessary if there have been no major changes within the last year.  However, if you feel you do need a tax meeting, please contact our office early to schedule an appointment.  My schedule fills up fast!