Tax Prep Tips

1.) Collect pertinent income and expense information

 

2.) Review tax filings from previous years

 

3.)  Fund IRA's and SEP's t allowable limits

 

4.) Automate or outsource tax calculations and filings

 

5.) Research, Research & MORE Research!

 

6.) File early in the season to lessen your chance of delays

 

7.) Prepare for next year's filing ahead of time