Preparing Yourself for Your Visit to Your Tax Accountant
This is a good example of how sharing what seemed like a financially insignificant personal detail led to a significant change in her filing – and, in fact, saved this client money!
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If you are mailing us your tax information, rather than scheduling an appointment in our office, please remember to provide all of your contact information so that we may update our files.
We are always looking for ways to help make our clients' tax season experience less painful. To that end, we've added a couple of spreadsheets to our website. Currently, we have the Business Income and Expenses check register and the Rental Property spreadsheet. These can be used throughout the year to record income and expenses and to reconcile your business check book.
Recently, I've created a yearend spreadsheet for Service Businesses and one for Inventory Businesses. These can also be found on our Spreadsheets page. When you come in for your tax appointment it is really helpful for you to have your expenses totaled in their respective categories, and these spreadsheets will help you do just that.
If you did not receive our post tax season newsletter "The Bottom Line," please let us know and we'll get one to you ASAP, or you can download the Adobe file here.
