Summer is coming to a close, and the end of summer is a good time to start thinking about getting your tax information together. Before you know it, year end will be here, which can leave you scrambling to get organized. Starting a little early will help ensure that you are prepared—avoiding the all-too-familiar last minute cram session that can cause disruption and stress in your personal and business lives. Starting now means you can pace yourself. Begin with the small stuff:

  • Organize your receipts by category.

  • Make a list of possible deductions to ask your accountant about (e.g., charitable deductions, home office expenses, etc.)

  • Start to scan in receipts and invoices so you are prepared for a paperless tax preparation process.

  • Get up to speed using your portal on our website so when the time comes uploading source docs and reviewing your return online are quick and easy tasks.

Getting prepared early will benefit you come tax time.

We certainly hope you have had an enjoyable summer so far. And remember, we are always here to help. If you have any questions, please give us a call.