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 off white clothing
8:38 PM on June 27, 2022 
I not to mention my friends ended up studying the excellent secrets found on your site and so instantly I had a horrible feeling I never thanked the web site owner for those secrets. All of the young men became as a result passionate to see all of them and now have absolutely been having fun with them. We appreciate you turning out to be simply kind as well as for settling on certain outstanding things millions of individuals are really desirous to know about. Our sincere regret for not saying thanks to earlier.
off white clothing http://www.off-whiteclothing.us.com
Reply supreme clothing
12:02 AM on June 28, 2022 
My husband and i were really joyous Peter managed to conclude his web research using the ideas he came across through the web pages. It is now and again perplexing to simply continually be making a gift of points which other folks could have been trying to sell. And we also grasp we've got you to thank for this. All of the explanations you made, the simple site navigation, the friendships your site aid to instill - it's got everything overwhelming, and it's making our son in addition to our family feel that this article is cool, which is very essential. Thank you for everything!
supreme clothing http://www.supremeclothingsstore.com
Reply Markjedge
2:43 AM on June 28, 2022 
vardenafil in canada
Reply golden goose outlet
4:55 AM on June 28, 2022 
I must express my affection for your generosity supporting visitors who should have guidance on this one area. Your special commitment to passing the message all through appears to be rather beneficial and have frequently empowered people just like me to attain their ambitions. Your useful help entails this much to me and extremely more to my fellow workers. With thanks; from everyone of us.
golden goose outlet http://www.goldengooseoutlets.us
Reply piarnet
7:18 AM on June 28, 2022 
champion life mens sherpa lined stadium jacket blue moncler coat new season moncler jacket levels of nike nfl jerseys black and white monochrome outfits h m pleated dress
piarnet http://www.piarnet.com/
Reply jordan 12
7:21 AM on June 28, 2022 
Thanks a lot for providing individuals with remarkably brilliant chance to discover important secrets from this site. It can be so amazing and as well , full of amusement for me personally and my office fellow workers to visit your website particularly 3 times a week to read through the fresh guides you have got. And lastly, I am also at all times contented concerning the astonishing thoughts you serve. Selected 2 tips on this page are in fact the most effective we have had.
jordan 12 http://www.jordan12.us.com
Reply hdcamcrew
10:00 AM on June 28, 2022 
nasty gal purple dress boho clothing company strawberry converse high tops kith dad hat nike quest 3 black white indiana jones hat walmart
hdcamcrew http://www.hdcamcrew.com/
Reply hermes belts
2:17 PM on June 28, 2022 
My wife and i were so relieved that Michael could finish up his survey via the precious recommendations he had through the blog. It's not at all simplistic to just find yourself making a gift of key points which people might have been trying to sell. We really already know we have the website owner to give thanks to because of that. The entire illustrations you've made, the straightforward site navigation, the relationships you can aid to promote - it's got many excellent, and it's assisting our son in addition to our family feel that that content is excellent, and that is wonderfully vital. Many thanks for the whole lot!
hermes belts http://www.hermesbelts.us.org
Reply sftony
2:41 PM on June 28, 2022 
cavaliers beanie for eu female moncler coats kansas city chiefs carhartt hat nike football academy joggers in navy league of legends jordan 1 zoom ronaldo juventus shirt kids for cheap
sftony http://www.sftony.com/
Reply kyrie irving shoes
3:20 PM on June 28, 2022 
I simply wished to appreciate you all over again. I'm not certain the things I might have achieved in the absence of the actual hints shown by you relating to that area. Previously it was the distressing difficulty in my view, however , witnessing the very expert fashion you treated it made me to leap with fulfillment. Extremely happier for this advice and believe you find out what a great job your are undertaking educating people by way of your webblog. More than likely you've never come across any of us.
kyrie irving shoes http://www.kyrie7shoes.us
Reply phudienco
6:29 PM on June 28, 2022 
morilee adelaide brown moncler coat find coach outlet affordable wedding dress brands fairy dress aesthetic moncler grenoble black
phudienco http://www.phudienco.com/
Reply off white
3:10 AM on June 29, 2022 
I want to show my love for your kindness giving support to those who need guidance on that subject. Your personal commitment to passing the solution around turned out to be really productive and have consistently encouraged most people like me to get to their desired goals. Your own valuable instruction signifies a whole lot to me and extremely more to my mates. Warm regards; from each one of us.
off white http://www.off--whiteoutlet.com
Reply curry 7 shoes
6:54 AM on June 29, 2022 
I wish to show my thanks to the writer just for bailing me out of this type of issue. Just after browsing through the online world and obtaining basics which are not powerful, I was thinking my entire life was done. Existing without the presence of solutions to the problems you have resolved through the site is a critical case, and the ones that could have badly affected my career if I hadn't encountered your web blog. Your good training and kindness in touching everything was tremendous. I don't know what I would've done if I hadn't discovered such a stuff like this. I am able to at this point look ahead to my future. Thank you very much for this reliable and results-oriented guide. I will not hesitate to refer your web blog to any person who should get direction on this area.
curry 7 shoes http://www.curry-7.com
Reply sinspi
8:58 AM on June 29, 2022 
chaps long sleeve polo red bottoms louboutin price new york yankees cap in melbourne queen victoria girls long lace dress wedding dresses with lace sleeves and open back onitsuka tiger mexico 66 blanco brown naranja
sinspi http://www.sinspi.com/
Reply golden goose sneakers
11:02 AM on June 29, 2022 
I wanted to send a brief comment to be able to express gratitude to you for the marvelous hints you are showing at this website. My particularly long internet search has at the end of the day been recognized with incredibly good concept to write about with my neighbours. I 'd mention that many of us site visitors actually are really endowed to dwell in a wonderful community with so many awesome people with very beneficial guidelines. I feel very happy to have seen your entire web site and look forward to some more excellent moments reading here. Thanks again for a lot of things.
golden goose sneakers http://www.goldengoosesonline.com
Reply skumboy
1:20 PM on June 29, 2022 
minnesota vikings stocking cap for eu dallas cowboys light up hat for uk female shoe conversion dechambeau golf cap puma rs d noir monster energy hat camo patterns
skumboy http://www.skumboy.com/
Reply tamrecording
2:36 PM on June 29, 2022 
short sleeve crew neck lakers city edition jersey black mamba soccer winter parka hybrid texture chuck 70 nike sb cap utility beanie rb3025 polarized replacement lenses
tamrecording http://www.tamrecording.com/
Reply filecodi
4:01 PM on June 29, 2022 
5 crocs mens shoes afc west champions gear cheap ou shirts air force 1 shadow pale ivory amazon moncler sotiria dome crossbody in signature patchwork
filecodi http://www.filecodi.net/
Reply yeezy 380
4:15 PM on June 29, 2022 
My wife and i were very satisfied that Ervin could do his investigation from your precious recommendations he came across out of the site. It is now and again perplexing just to be releasing ideas which usually some other people might have been trying to sell. And we also figure out we have the writer to be grateful to for that. The main explanations you've made, the straightforward web site navigation, the relationships you make it possible to engender - it's got many excellent, and it is assisting our son and the family reason why this theme is brilliant, which is certainly quite mandatory. Thank you for the whole lot!
yeezy 380 http://www.yeezyboost380.us.com
Reply kozeis
4:16 PM on June 29, 2022 
blouson sleeve wedding dress mobile battery case elastic block heel knee high boots raiders beanie white jordan 1 mid obsidian nike airforce 270
kozeis http://www.kozeis.com/