07 Feb Tax Prep Tips

Tax season is here.  We wanted to make sure all of our customers are aware of this hectic and busy season. Here at Spivey Insurance Group we wanted to share some tips on how to reduce the stress during tax season.

1. Get organized with the help of a checklist. Make sure that you have all the right documents ready and that you won’t miss a single detail. Find a tax preparation checklist.
2. Get tax help if need be. There is numerous software programs that help you prepare and file your tax return. You can also schedule a one-on-one tax preparation assistance or consider hiring a CPA or tax professional.
3. Triple-check your work. Do not be tempted to send off your tax return until you review it at least three times. This will help to ensure accuracy while allowing you to feel confident in the decisions that you’ve made.
4. Know your deadlines. Make sure you know to be aware of one deadline: April 15th. Others will need to remember several deadlines, such as those who owe local state taxes and make quarterly estimated tax payments.

If you follow these four important steps you will reduce your stress during this time of year. We want to make sure you have a successful tax preparation. Make sure to call Spivey Insurance Group at 704-821-4460. Keep connected with us via Twitter, Facebook, Instagram, Pinterest, and Google Plus.