The problem with most of us when it comes to saving and doing taxes is Organization. We are lazy & it is just takes too much out of us to get organized……. Right? Well I got news for you that way of thinking and doing could be costing you thousands of dollars each year in tax savings. You have to understand that in order for your tax preparer to do the best job they can, they need you to provide them with accurate and proven info. Most people enter a tax office and expect their preparer to do magic when you have given them nothing to work with. Dropping a shoe box full of receipts on your tax preparers desk is not doing you any good and is not helpful. There are millions of apps on your phone (taxbot) that you can use and make your life a lot less taxing. When you are unorganized your taxes are rushed and deductions and credits seem to always be missed. The fact of the matter is it is up to you to take control of your documents and have them well prepared before tax season so it can be a smooth process which puts a lot more money into your pocket at the end of the day. I suggest that you Tax plan and talk with your preparer on ways that you can help make their job easier to better serve you.
It literally takes a couple of seconds after a meal or business outing to pull out your mobile device and snap a pic of the receipt and purpose of the dinner. With the unlimited access to tax apps available to help automate your tax diary there is no excuse to be unorganized. If you know that you are not a organized person you can always hire someone or put your kids to work to keep track of your receipts and important tax documents… Start planning now to save and increase your refund for the upcoming season