Get Your Taxes Done in 3 Simple Steps
We all know filing taxes isn’t fun for most of us. That’s why TACCT Taxes is here to provide your tax preparation needs. It’s not complicated to get prepared for your tax appointment. In fact, you can be ready to go in three simple steps!
For February, I challenge you to get prepared for your tax appointment. Get started now with these 3 Steps:
- Gather your tax forms and documents. Companies had until January 31st to send out your tax documents. So if you haven’t already received them, then they’re on the way. You should get them before the second week of February at the latest. (If you have an online account, your documents are probably there waiting already). What documents do you need? We talked about that last week. See a list here on our tax blog. But the top tax documents are W-2s, 1099s, and 1098s to name a few. Make sure you have all your forms together before your appointment.
- Complete the client tax organizer. Being prepared for your tax appointment is one of the best things you can do for a tax professional. Plus, it helps you with gathering your tax information, so nothing is missed. You don’t want a tax audit because you didn’t report income or not correctly reporting health insurance. Believe me the process will be more pleasant when you are prepared! Last year’s clients received organizers, but new clients can take advantage of the tax organizers available on the website. They are fillable PDFs! (Note: If you need one previous to 2014, contact me)
- Schedule the tax appointment and arrive on time. Don’t wait until the last minute to make a tax appointment. Plan now and you can finish the process and get it off your mind sooner. Also, if you need to pay taxes to the IRS or State, you still have time to save the money you owe. Use our online appointment system to schedule your appointment. Remember to bring the client organizer and supporting tax documents from Steps 1 & 2!
- Select checkbox for “Tax Preparation“,
- go to the bottom of the page and click “Continue“,
- select a Date and time,
- enter your Contact Information, and
- click “Confirm Booking”. You’ll receive an email confirmation of your appointment.
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Read our February 2017 Tax Insight Newsletter (pdf)
We offer bank products at an additional price, so you can have your tax preparation fees deducted from your tax return.
