Preparing for tax season

Education & Training with Glass Consulting LLC

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.

Comments (1)

Michael J. Perry
KW Elite - Lancaster, PA
Lancaster, PA Relo Specialist

I actually enjoy filling out my Tax Organizer !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

Dec 19, 2019 10:07 AM