Organization tips

Well tax season is underway. Our organizer can be found at the resources tab on our website and can be very helpful in organizing your documents and ensuring that you are not overlooking anything while compiling your tax package. You have worked hard in implementing a tax strategy with me over the last year so now is the time to implement it and see the benefit! In addition to your usual documents such as W-2’s, 1099’s for interest and dividend income and your mortgage interest amounts don’t forget charitable contributions and unreimbursed business expenses. Those deductions can really reap some benefits at tax time. Over the next few weeks I will blog about some good tax write-offs that can save you a mint at tax time. As always feel free to contact me or a member of your tax team with any questions.