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How can I prepare before meeting with a Tax Planner?

As they say..."Failing to Plan is a Plan to Fail!"


The most efficient time saving way to prepare for your meeting with your tax planner is to have a daily routine of keeping your records. Good record-keeping will save you the stress of a last minute scramble to gather your tax documents as the due date approaches.

Although the IRS does not have a specific record-keeping requirements, you should keep all your personal records for a minimum of 3 years. Longer if the documents pertain to:

  • Buying or Selling of Real Estate

  • Stocks Transactions

  • IRA's Transactions

  • Business Transactions


Here's a brief list of documents that should help you keep on top of your record-keeping:

  • Bills, Credit Cards, and Other Receipts

  • Invoices

  • Mileage Log

  • Canceled or Imaged Checked, or other proof showing proof of payment.

  • Any other records to support claims or deductions taken on your return.


An additional Tax Planner Tip is to document all deductions as they happen; writing a quick note of who, what where, when, why the expense was taken will simplify the process of tabulating how much your deductions are at year end.


The popularity of Tech Gadgets makes tracking mileage and expenses a time saver - just make sure to back up your data so it is available at tax time.

To meet with one of our Tax Planners - Just Contact Us!

This information is based on facts, assumptions and representations as stated and authorities that are subject to change.  We will not update this information for subsequent legislative or administrative changes of future judicial interpretations.

LEGAL NOTICE AND DISCLAIMER:  The information within this web site is for informational and educational purposes only and is not tax advice and should not be used as such.  The facts of each individual situation can have significantly different outcomes when applying tax law.  The hiring of a CPA is an important decision not to be based solely on advertisements.


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