Episode 135 - How to make next year's taxes suck less
Apr 10, 2018
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Kristin always likes to talk about the problems of tax season. However, for most of you, it is not a season, but a rush of pain to get information to your accountant to fulfill you're a duty to your country. Listen now, as Kristin, with the help of Jeff, will talk about the 4 easiest ways to save time and stress preparing your taxes!
- Know what to expect
- Know what you need to give your accountant
- Keep a list of all of your accounts, jobs, etc. to match up documents
- If using QBO, you can just share access with your accountant
- Update everything at least monthly, including personal stuff
- Simplify your bookkeeping
- Stop writing checks
- Make it easy for clients to pay you electronically
- Summarize - do not give detail unless there is a question
- Use the same summary next year
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