The holidays bring many welcome sights like turkey, gravy, mashed potatoes, presents, and family and friends. But for those in financial services, it also signals that the most hectic time of their year is fast approaching; tax season. Whether you’re preparing for tax season as an individual, or a professional that’s going to file on behalf of clients, a wave of paperwork is headed your way. One of the most helpful tips, for everyone involved, is to get moving quickly: “Get your paperwork to your tax preparer early…February is fantastic. March, especially the first half, is fine. But…if you give your material to your tax preparer on April 1, don’t be upset if you end up having to file an extension.” Far too often, we like to think that we’re the center of the universe, and the world will move at our pace once we’re ready to get started. That’s hardly ever true, and especially so for tax preparers. They have multiple clients, all expecting the same services, who...Read More
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