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How To Get Organized Before Tax Season

How To Get Organized Before Tax Season


April will be here before you know it, and along with it, tax season. It might seem like a dreadful and stress-filled period, but if you prepare yourself well beforehand, you can handle it better than you may realize. The key to a smooth tax season is organization, so make sure you keep these tips in mind as we slowly approach April.

Create a Filing System

It’s vital to keep everything organized in your filing system. Whether that is using folders, post-it notes, or online documents, you want to make it easy to go back and find whatever you need. You should back up any vital information and paperwork stored on your computer so that technical issues don’t come in the way in any case of an audit.


Utilize Tax Filing Programs

There are so many useful programs these days made to help you through tax season. From online options to getting help from a personal accountant, take advantage of the choices around you. It’s a stressful season, so a little help goes a long way!

Keep Track of Receipts

You can keep the guesswork out of filing your taxes if you keep on top of your receipts, especially on more significant purchases. Write down the reason for each expense and keep your receipts organized along with your filing system. It comes in handy when you’re scrambling to finish filing everything.

Mark Important Tax Dates

Sure, we all know April 15th is tax day, but you should mark important dates for local taxes as well. This includes making sure you receive your W-2, 1098, and 1099 forms on time. Keep everything marked on a calendar, so you’re not pushing last-minute deadlines and making things more stressful for yourself.

Speaking of deadlines, the Nassau County grievance filing deadline through us is April 30th, 2021. It will be here soon, so make sure you fill out a form on our website so we can help you pay the lowest amount legally possible on your property taxes this year!

Our clients benefit directly from the close working relationships we have established with the assessing units throughout the years! Contact us today to get started and see the difference we can make for your property taxes.

Here at P.T.R.C., Inc. ,we are determined to help our clients pay the lowest amount of property tax as required by law. Contact us today to see how we can help you: info@ptrc.com


As the leader in property tax challenges, the staff at Property Tax Reduction Consultants (P.T.R.C., Inc.) is dedicated to assuring that our clients pay the lowest possible property tax as required by law!