To prepare for tax season you will want to gather some previously filed documents and obtain other documents you may need to file for tax returns.
Your accountant can file and remit your taxes. But, there are steps you can take to organize your records and make the tax-filing process easier. Individuals should gather all your tax documents, such as W2’s, 1099s.
Talk to your accountant about specific ways to organize your records. You might want to consider to fill a tax organizer form to help with the process. Organizing small business financial documents is especially beneficial if your accountant charges per hour. The more organized your records, the less time it will take your accountant to prepare the tax forms. Handing your accountant, a disorganized shoebox full of last year’s receipts could end up costing you a lot of money.
If you need help contact LUIS JOEL VAZQUEZ, CPA PA. We can assist you!