Shopping Cart
Your Cart is Empty
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!



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 &

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  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  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


Categories: Tax Organization , Tax Planning, Taxes

Post a Comment


Oops, you forgot something.


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


Reply sealtemporda
11:23 PM on July 2, 2022 
grey shirt dress womens alice olivia green dress oilers goalie pads nike flyknit air max sort kobe bryant lower merion nike jersey louboutin aliexpress
Reply kobe sneakers
12:55 AM on July 3, 2022 
Thank you a lot for giving everyone such a splendid possiblity to discover important secrets from this website. It's usually very pleasant and also packed with a good time for me and my office friends to search your website at the very least 3 times in 7 days to find out the newest things you have. Not to mention, we're at all times amazed with all the fabulous techniques you give. Certain 1 ideas in this posting are indeed the best we have all ever had.
kobe sneakers
Reply londonbery
12:57 PM on July 3, 2022 
black white concord 11 air jordan 3 size 9 san francisco giants hat orange bill switzerland pandora cross charm mamba air force 1 barbour wax gilet womens
Reply vanllen
5:49 PM on July 3, 2022 
womens pink red sox hat use zillow coach zebra print wallet ombre wedding dress plus size pandora snitch harry potter womens italy 2 de sciglio home short sleeves 2016 2017 country national team soccer jerseys cropped polo shirt womens
Reply off white
7:14 PM on July 3, 2022 
I simply desired to thank you so much all over again. I do not know what I might have undertaken in the absence of those tips and hints contributed by you regarding this theme. Completely was a terrifying setting in my view, however , considering a new expert fashion you managed the issue forced me to leap with joy. I am just thankful for the support as well as wish you realize what a great job that you're getting into educating the others using your website. I am sure you have never got to know any of us.
off white
Reply MarvinTip
8:59 PM on July 3, 2022 
avodart 0.5 mg price
Reply curry 7
10:14 PM on July 3, 2022 
I wish to get across my affection for your generosity giving support to those who absolutely need assistance with this important subject matter. Your special commitment to getting the solution across appeared to be remarkably practical and have really made many people just like me to reach their desired goals. This warm and helpful key points implies a lot a person like me and even more to my office colleagues. Regards; from all of us.
curry 7
Reply kd 13
2:48 AM on July 4, 2022 
I precisely wanted to say thanks once more. I'm not certain the things I would've sorted out in the absence of these strategies provided by you over this field. It was a real challenging concern in my position, but being able to view a new expert manner you dealt with the issue took me to cry with gladness. I'm grateful for the information and expect you realize what an amazing job you were providing instructing the others all through your web page. More than likely you haven't met any of us.
kd 13
Reply supreme clothing
5:42 AM on July 4, 2022 
I am commenting to let you know of the notable discovery my cousin's girl undergone visiting your webblog. She picked up a good number of issues, with the inclusion of how it is like to have a great giving nature to make many others with ease understand specified extremely tough topics. You really exceeded our expectations. Many thanks for rendering such effective, safe, edifying as well as cool tips about that topic to Jane.
supreme clothing
Reply bape clothing
8:35 AM on July 4, 2022 
I in addition to my friends have already been taking note of the nice thoughts located on your web site then suddenly I had a terrible feeling I had not thanked the web site owner for them. All of the people appeared to be for that reason warmed to study all of them and already have in actuality been tapping into them. Thank you for truly being so considerate as well as for finding this sort of ideal ideas millions of individuals are really wanting to learn about. My sincere regret for not expressing gratitude to you sooner.
bape clothing
Reply kobe 9
8:50 AM on July 4, 2022 
I want to express some thanks to the writer for bailing me out of this particular circumstance. Just after exploring through the online world and seeing things which are not beneficial, I figured my entire life was well over. Being alive without the presence of strategies to the difficulties you've sorted out through the post is a critical case, and those that might have badly damaged my career if I had not come across your web site. Your primary expertise and kindness in dealing with everything was vital. I am not sure what I would've done if I hadn't come across such a thing like this. I can now look forward to my future. Thank you very much for this impressive and results-oriented guide. I won't be reluctant to suggest the sites to any individual who would need recommendations on this issue.
kobe 9
Reply off white jordan 1
11:23 AM on July 4, 2022 
I wish to express my appreciation for your kindness in support of visitors who must have help on this one subject matter. Your special commitment to passing the message up and down appeared to be definitely insightful and have in every case enabled employees like me to attain their targets. Your personal valuable report means much a person like me and additionally to my colleagues. Thanks a lot; from each one of us.
off white jordan 1
Reply yeezy
1:21 PM on July 4, 2022 
Needed to create you the tiny remark to help give many thanks again for your personal gorgeous strategies you've discussed on this website. It is certainly incredibly generous with people like you in giving unreservedly just what a number of people could possibly have marketed as an electronic book to earn some dough for their own end, primarily given that you might have tried it if you considered necessary. These smart ideas in addition served to be the fantastic way to be aware that other people online have the same eagerness just as mine to know a great deal more with reference to this issue. I think there are numerous more fun periods up front for people who view your site.
Reply steph curry shoes
3:14 PM on July 4, 2022 
I and also my friends have been taking note of the best ideas found on your website and then immediately I had a horrible suspicion I had not thanked the blog owner for those tips. Those young boys appeared to be as a result passionate to study all of them and now have definitely been loving them. Many thanks for really being quite helpful and then for opting for certain important tips millions of individuals are really desperate to be aware of. My personal honest apologies for not expressing appreciation to earlier.
steph curry shoes
Reply yeezy 350
1:08 AM on July 5, 2022 
I as well as my guys were found to be viewing the good suggestions located on the website and immediately got an awful suspicion I had not expressed respect to the web blog owner for those strategies. All the young boys happened to be for that reason happy to read them and now have sincerely been loving those things. Appreciation for turning out to be considerably thoughtful and for deciding upon variety of useful tips most people are really wanting to discover. My very own sincere regret for not expressing appreciation to sooner.
yeezy 350
Reply lottolucker
2:53 AM on July 5, 2022 
camouflage boston red sox fitted hat pattern 2xl womens shirts toronto blue jays ovo hat company best lifestyle sneakers 2020 champion red long sleeve kids nike jacksonville jaguars customized 2013 white game jersey
Reply yeezy shoes
5:19 AM on July 5, 2022 
I must point out my passion for your kind-heartedness in support of those people who actually need assistance with the matter. Your special commitment to passing the message across ended up being extremely effective and has surely enabled individuals much like me to get to their ambitions. Your amazing warm and helpful hints and tips indicates so much to me and much more to my fellow workers. Warm regards; from everyone of us.
yeezy shoes
Reply bape clothing
8:32 AM on July 5, 2022 
Needed to create you the little remark in order to thank you yet again with your extraordinary knowledge you've shared on this site. It is so seriously open-handed of people like you to give openly what exactly many individuals would have distributed as an e-book to end up making some profit for themselves, primarily considering that you could have done it if you ever decided. These advice also served like a fantastic way to be aware that some people have a similar dreams just like my personal own to learn way more on the subject of this issue. I believe there are numerous more pleasurable situations in the future for individuals that find out your blog.
bape clothing
Reply crimsoku
8:58 AM on July 5, 2022 
jersey tottenham spurs mens red bottoms louis vuitton cccp soccer jersey sports direct womens football shirts puma rsx unexpected mixes pandora openwork family roots charm
Reply golden goose sneakers
2:20 PM on July 5, 2022 
I needed to put you that very little word in order to say thanks a lot yet again for your personal gorgeous guidelines you've contributed on this website. It's so particularly open-handed of people like you to give easily what exactly many individuals would have advertised as an electronic book to get some bucks for their own end, specifically considering the fact that you might well have done it in case you wanted. The points also served like the good way to understand that other people have similar desire the same as mine to find out a great deal more in respect of this matter. I am certain there are several more pleasant times in the future for people who examine your blog.
golden goose sneakers