The document discusses preparing for tax season and filing taxes. It recommends talking to an accountant about life changes, ensuring accurate tax withholdings by filing a new W-4, considering investing for retirement, organizing past tax returns, filing taxes online, and starting to prepare early so you have time and aren't scrambling at the deadline.
8.
Don’t Delay
Increase contributions
to your IRAs and SEPs
or any other retirement
funds
The longer you wait,
the less you have for
retirement
9.
Are your previous tax returns in a safe, accessible
location and well organized?
You will need tax returns for loans, mortgages &
next year’s taxes.
If you need help an accountant in NYC can help you
quickly recover previous tax returns and assist you
in getting paperwork ready for a loan or mortgage.
Are You Organized?
10.
Filing Online
Can save you time
Store all returns in a
single folder
Don’t need to worry
about losing paper
copy
Update software often
12.
Start Preparing for 2015
Keep track and carefully organize important
paperwork.
Start early so you don’t lose time scrambling at the
last minute.