Getting ready for your Income Tax Preparer or CPA

Ugggh:  It is Tax Season again and that is sure to make people feel uneasy.  Let’s face it, no one likes to do their taxes, do they?  There are so many reasons to dislike this dreaded yearly project:  Tax preparation takes too much, time, costs too much, it is too difficult, and the hatred for the Government to name a few.

But we still need to file.  Every year.  So it is always best to get organized and strategized in an efficient manner before preparing your taxes.

I like to start with a 10 x 13 envelope and label it Tax Stuff 2017.  When the envelopes and assorted 1099s come in the mail you can open them and put all forms right in the envelope.  Once you have all your forms you can organize and take notes with any pertinent changes your advisor should know about.  I feel this is the most important part:  List your questions, comments, ideas on a word document and review in detail with your tax preparer.

Technical folks may want to use Intuit Link which is an online portal that makes it easy for you to upload your tax documents and data and send them to our office in a timely, secure, and organized way. If this sounds interesting, you can find out more about Link at .

Listen below as Win Damon and Stu talk about this topic on WJOP Joppa radio FM 96.3 in Newburyport.


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About Stu: With more than 29 years of experience as a credentialed tax professional, Stu Steinberg brings a broad depth of knowledge to his work. Stu founded Erock Tax to help provide tax strategies to individuals, families and small businesses. He uses his CPA expertise to help each client navigate their long-term debt and mortgage, gaining them the best deals and rates possible. Stu is passionate about empowering his clients through education about their tax health. He is highly energetic and brings a sense of optimism, creative problem-solving and a deep level of commitment to every Erock client.

Monday, February 12, 2018

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