Shopping Cart
Your Cart is Empty
Quantity:
Subtotal
Taxes
Shipping
Total
There was an error with PayPalClick here to try again
CelebrateThank you for your business!You should be receiving an order confirmation from Paypal shortly.Exit Shopping Cart

Excel Tax and Consulting Services

Above and Beyond

We Have Moved!

Blog

Blog

The Time Has Come! Getting Organized For Your Tax Appointment

Posted on December 30, 2015 at 1:35 PM

Special thanks for the free image by Stuart Miles & FreeDigitalPhotos.net

It's that time of year again!  The holidays have come and gone and the New Year is firmly planted in our sights.  For many of us this means tax season is right aroud the corner.  Whether you are excited about tax time because you are anticipating a refund, or are one of the many who dread this time of year because it means sending more money to the government, there is one common ground.  Organization!  

From envelopes stuffed with receipts, to desk drawers crammed with paper, your tax professional has probably seen it all.  If you are one of the many who throw everything into an envelope or draw and pull it out when tax time comes around there are a few things you should know about how tax time organization can work to your benefit:

  • Many CPAs, Accountants and Tax Professionals will charge extra to sift through all of your paper to see if any of it can be used on your return.  Being well organized can save you precious tax preparation dollars!  This leave more money in your pocket during a time when the holidays have many individuals short on cash.
  • The more detailed your return is, if you are not organized, you could end up making countless trips to deliver more information to your tax professional.  The longer it takes to get your information together the longer it takes to get your refund.  Time is valuable to both you are your tax professional especially this time of the year.  There are many firms who will charge extra the longer they are waiting on items from you, or charge extra everytime they have to open your return to add additional information.  
  • If you are unorganized you could be missing out on all of your credits and deductions you are allowed because you are missing the information.  Missing information such as mileage logs, nights out calendars, medical expenses, taxes paid, unemployment etc. can cost you. Not only will you miss the deductions and credits on the return but in some cases you will have to file an Amended Tax Return to correct the oversight.  Amended returns cost you more money to be prepared then having all the information on the original return the first time.  Save yourself some money, have everything ready for your appointment the first time!

As you can see, being organized when it comes to taxes can save you time and money!  So, what can you do to become organized for the tax season or to keep yourself organized throughout the year?  In the digital age we are living in everything you need to get and stay organized is at your fingertips.  From planners, to organizers, to logs and reminders you can find it all online or as an App on your phone.  Not great with all the technology?  Your tax professional, accountant or Enrolled Agent may offer a service that helps!  Give them a call and see what they have to offer.

Here at Excel Tax and Consulting Services we offer printable trackers for your charitable contributions, gambling logs, mileage logs, income and expense logs as well as a yearly client organizer all on our website http://www.exceliowa.com/client-forms  If digital is more your style, give us a call and we have some great recommendations on Apps you can download to your phone or tablet.

Tax Planning and Tax Organization go hand in hand.  How can you know what you need without knowing what your tax plan is?  Excel Tax and Consulting Services offers many handouts right on our website http://www.exceliowa.com/handouts  Don't see what you looking for?  Give us a call and we can email you specific handouts for your situation.  

We wanted to keep this week's blog short and to the point so you can get to work becoming more organized for your upcoming tax appointment!  Excel Tax and Consulting Services wishes everyone a Happy and Safe New Year!  

Excel Tax and Consulting Services

Denison, Iowa 51442

712-263-8032

Categories: Tax Organization , Tax Planning, Taxes

Post a Comment

Oops!

Oops, you forgot something.

Oops!

The words you entered did not match the given text. Please try again.

12489 Comments

Reply spongebob kyrie 5
8:46 PM on September 5, 2020 
I?d should test with you here. Which is not one thing I often do! I enjoy studying a put up that may make folks think. Also, thanks for allowing me to comment!
spongebob kyrie 5 http://www.kyrie5spongebob.us
Reply yeezy
6:20 AM on September 6, 2020 
An interesting discussion is worth comment. I feel that you should write extra on this topic, it may not be a taboo subject however typically individuals are not sufficient to talk on such topics. To the next. Cheers
yeezy http://www.yeezysshoes.us
Reply chrome hearts
6:58 PM on September 6, 2020 
The subsequent time I read a blog, I hope that it doesnt disappoint me as a lot as this one. I mean, I know it was my choice to learn, but I really thought youd have one thing attention-grabbing to say. All I hear is a bunch of whining about one thing that you could possibly fix in case you werent too busy in search of attention.
chrome hearts http://www.chromehearts.com.co
Reply kyrie 6
9:37 PM on September 6, 2020 
It?s arduous to find educated people on this matter, however you sound like you understand what you?re talking about! Thanks
kyrie 6 http://www.kyrie6.org
Reply balenciaga
12:06 AM on September 8, 2020 
I am usually to blogging and i actually respect your content. The article has actually peaks my interest. I am going to bookmark your website and hold checking for brand new information.
balenciaga http://www.balenciagashoes.us.com
Reply curry 7
9:00 AM on September 8, 2020 
Aw, this was a really nice post. In thought I wish to put in writing like this moreover ?taking time and actual effort to make a very good article?but what can I say?I procrastinate alot and on no account appear to get one thing done.
curry 7 http://www.curry7.net
Reply supreme
7:48 PM on September 8, 2020 
Can I simply say what a reduction to seek out someone who truly knows what theyre speaking about on the internet. You undoubtedly know tips on how to carry a difficulty to mild and make it important. More folks must read this and perceive this side of the story. I cant imagine youre no more standard since you definitely have the gift.
supreme http://www.supremes.us.org
Reply kevin durant shoes
10:45 PM on September 8, 2020 
you could have an awesome blog right here! would you prefer to make some invite posts on my blog?
kevin durant shoes http://www.kd-shoes.us
Reply jordans
11:27 PM on September 9, 2020 
This website is really a stroll-via for all the data you wished about this and didn?t know who to ask. Glimpse here, and you?ll positively uncover it.
jordans http://www.cheapjordans.us.com
Reply supreme clothing
8:43 AM on September 10, 2020 
very good submit, i certainly love this website, carry on it
supreme clothing http://www.supremehoodies.us
Reply curry 7
7:49 PM on September 10, 2020 
Youre so cool! I dont suppose Ive learn anything like this before. So good to search out someone with some unique ideas on this subject. realy thank you for starting this up. this website is one thing that's wanted on the net, someone with just a little originality. helpful job for bringing something new to the web!
curry 7 http://www.curry7.net
Reply longchamp
11:10 PM on September 10, 2020 
Your house is valueble for me. Thanks!?
longchamp http://www.long-champ.us.com
Reply kd13
6:40 AM on September 12, 2020 
Oh my goodness! an amazing article dude. Thanks Nevertheless I'm experiencing concern with ur rss . Don?t know why Unable to subscribe to it. Is there anybody getting identical rss downside? Anybody who knows kindly respond. Thnkx
kd13 http://www.kd13shoes.us
Reply yeezy boost 350
4:34 PM on September 12, 2020 
you might have an amazing weblog right here! would you prefer to make some invite posts on my blog?
yeezy boost 350 http://www.yeezy-boost350.us.com
Reply jordans
7:17 AM on September 13, 2020 
There's noticeably a bundle to find out about this. I assume you made sure nice points in options also.
jordans http://www.cheapjordans.us.com
Reply supreme hoodie
2:31 PM on September 13, 2020 
Hey! I simply would like to give a huge thumbs up for the nice data you might have here on this post. I can be coming back to your blog for extra soon.
supreme hoodie http://www.supremehoodies.us
Reply curry 6
6:14 PM on September 14, 2020 
It?s hard to search out educated people on this matter, but you sound like you already know what you?re speaking about! Thanks
curry 6 http://www.curry6shoes.us
Reply hermes birkin
11:30 PM on September 14, 2020 
You made some first rate factors there. I seemed on the web for the issue and found most people will go along with together with your website.
hermes birkin http://www.hermesbirkinbags.us.com
Reply supreme hoodie
4:30 PM on September 15, 2020 
There may be noticeably a bundle to learn about this. I assume you made sure good factors in options also.
supreme hoodie http://www.supreme-clothings.us.com
Reply hermes online
6:53 PM on September 15, 2020 
Would you be focused on exchanging hyperlinks?
hermes online http://www.hermesonlineshop.com