Schell & Hogan, LLP

Tax Preparation Tips from the Pros

• Don’t delay, prepare today. At the beginning of every year, create a folder to collect the critical documentation and information you’ll need for tax season and add to it as necessary. If you do this, your W-2 or 1099s will be the final document to add and you’ll avoid pulling your hair out come April.
• Have the correct forms. Even if Schell & Hogan, LLP is filing for you, it is important to know what documentation is required. You can view tax forms and instructions year-round on IRS.gov to ensure you are prepared to file once the tax year ends.
• Use our Tax Organizer. Schell & Hogan, LLP’s Personal Tax Organizer is the best way to get your information and documentation aligned prior to submitting your documentation to us.
• Slow and steady wins the race. This adage is true when it comes to taxes — being deliberate is critical. One small mistake could cost you, so take your time when completing paperwork.
• Check and check again. Double-checking your calculations and personal information will help catch errors, save you time in re-doing paperwork, and avoid getting a call from the IRS.
• File electronically, if possible. If you’ve completed the steps above, electronic filing — or e-filing — will get your return processed faster than filing your paper returns via mail. Refunds are processed faster and go directly to your bank account, saving you time and postage.