If you’re already losing sleep over the upcoming tax season, your FREE Tax Preparation Guide from True Resolve is here to help. Whether you have a shoebox crammed with receipts or a basic home filing system, the secret to being less overwhelmed and confused is knowing what documents and information your tax preparer will need to file things properly. Our free tax guide will provide you with the checklists needed to get organized for your tax appointment and enjoy a more restful night of sleep.
While you may be focusing on the holiday hustle and bustle right now, the end of the year is coming up quickly. And once January 1st rolls around, the frantic race will be on to get your paperwork in order.
Sure, it may seem less stressful to ignore taxes for now, after all, thinking about the IRS doesn’t exactly inspire warm and fuzzy feelings. But getting the ball rolling now will not only save you from a mad dash to the April 17th, tax filing finish line but even save you money. If you need to track down statements, receipts, or other documents to include with your itemized deductions, getting started on that task will ensure you have what you need in time and help lower your tax liability.
What Does Your Free Tax Preparation Guide from True Resolve Include?
First, we’ll get the wheels turning on a number of items that may apply to your tax situation. We’ll touch on big life changes like buying a house, get you thinking about different sources of potential income, and much more. The Tax Preparation Guide also includes 3 detailed checklists to help you get organized:
- Individual Tax Preparedness Checklist – It’s no secret that taxes can be incredibly complicated. This list breaks it all down, from retirement contributions to mortgage interest paid, education costs, medical expenses, and nearly 20 potential tax deductions, the guide covers it all.
- Small Business Tax Preparation Preparedness Checklist – Whether you’re a freelance graphic designer or run a small business with employees, use this list to round up both your income and expenses. This list breaks down common write-offs for your home office and expenses, as well as business essentials like insurance, depreciation, employee wages, advertising, and more.
- What do I need to bring to my tax appointment? – Find out what documents to bring with you when it’s time to sit down with your tax preparation professional. This will enable them to get started right away instead of having to call or email you to track down overlooked paperwork.
If you don’t want to be that client who walks into your tax appointment disorganized and unprepared, download your FREE Tax Preparation Guide from True Resolve. It’s the jumping-off point you need to get a handle on all the chaos. So, while the children are nestled all snug in their beds, cozy up with a hot cup of cocoa and these helpful tax season checklists. You’ll ring in the New Year with much less stress and confusion!
Don’t have a tax preparation professional? We can help with that, too. Simply contact our offices at 716-671-3230 or schedule a complimentary 30-minute consultation here.