• ZO ORGANIZED

Getting Ready for Tax Season

Updated: Mar 8, 2019

TAXES... UGH!  It can be good and can be bad news that it's tax time. The bad news is that you need to get your tax documents organized. Hopefully, there is some good news in that you'll be one that received a tax refund check. Tax documents, such as your W-2, may not be mailed to you until January 31, the deadline for companies to mail these documents. Until then, there are ways to get everything else ready. Then use the ZO ORGANIZED™ Tax Preparation Checklist to verify you have what you need and to monitor the tax forms that will be arriving later. The earlier you get your documents to the accountant, the easier it is on them to get your tax returns prepared quickly.



What can you do to prepare?

Grab some paper clips, manila folders, expanding file, or a folder and start gathering your docs. Then use our checklist to verify you have what you need and to monitor the tax forms that will be arriving later. The earlier you get your documents to the accountant, the easier it is on them to get your tax returns prepared quickly.



Tip:

You can download this free

tax preparation checklist that will make getting taxes finished (or handing them over to an accountant) a lot easier.


{And be a good friend - pass it on} 😀


Want more?

Order the Tax Docs Binder






Here’s Why:

  1. Reduce chances of error in your tax filing

  2. Less time needed to prepare your information for your accountants, saving you money

  3. Makes doing your own taxes much easier

  4. Gives you the confidence that you are prepared for an audit


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