As we roll into 2014, it’s time to think about 2013 taxes.
I will be sending out the tax organizers in early January to my existing clients. The tax organizers help remind you what documents you had last year and will probably have again this year.
As you receive W-2’s, 1099’s, 1098’s, letters from charities, etc… simply place in a folder with the organizer. When you receive everything, contact me to set up a meeting to prepare your 2013 taxes.