Most accountants send a tax organizer and questionnaire to their clients. When you receive this document this year, use it as a guide in gathering up all pertinent information. Create a recordkeeping system that keeps important information in one place. Forms will start arriving by mail in January.
I provide a Smart Vault for my clients. Clients can use their vault to store all their tax related documents. There is a folder for each tax year so documents can stay super organized.
If you need some assistance with year-end tax planning, feel free to reach out. I can be reached at 785-979-8383 or by email using this link.
Edwina Glass, CPA serves clients in Kansas including cities such as Lawrence, Topeka, Emporia, Atchison, DeSoto, Eudora, Overland, Park, Lenexa, and Olathe.