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Preparing for Tax Season

Brandon Borsen, CPA

January 21, 2019

It’s bitterly cold, there are reports of significant snow, so we must be entering tax season! There are steps you can take to make this season less stressful.

If you are an existing client, you should have already received our tax organizer for your 2018 Individual Tax Return. For new clients, we will need a copy of last year’s return (2017) to generate the 2018 tax organizer. By reviewing the questionnaire and organizer information, you will be better prepared, knowing what information is needed for your 2018 return, including:

  • General Information (Address Change, Dependents SSNs and DOBs, etc.)
  • Proof of Income (W2s, 1099s, K1s, etc.)
  • List of Deductions

If you haven’t already, signing up for your portal through our website is an excellent tool for time savings. The tax portal allows you to both upload all your documents as you receive them and to download a digital copy of your tax returns, including all source documents for current and previous years. You may also upload all signed documents needed to file your return.

Please contact us with any questions or to help you setting up your portal today. We want to make this tax season as easy as possible for you!

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