Tax season is upon us. And while that can typically be stressful for many, we want to make it as simple and straightforward a process as possible for you and your family.
So here are 3 Ways to Prepare for Tax Season:
Step 1: Collect and Organize Your Tax Forms.
Before you dive into returns, it's important to gather up your forms to ensure you have all the information you need. At Weber CPA, we create a short checklist for our clients to assist in this document collection.
Step 2: Make a Contribution to Your Retirement Account.
The deadline for contributing to traditional and Roth IRAs is the same as the tax return due date. Not sure how much to allocate to your retirement account(s)? Our team is here for you and happy to answer your questions.
Step 3: Submit the Correct Information.
Taxes are due on Tuesday, April 18th. If you need help submitting your tax forms accurately and on time, let us know and we can set up a free consultation.