Marc S. Pelletier, P.C., CPA's

 

666 Main Street, PO Box 326, Southington, CT 06489

 

Phone: 860-620-5500

January 2023

Get Ready For Tax Time

Focused young African American woman in eyeglasses looking through paper documents, managing business affairs, summarizing taxes, planning future investments, accounting alone at home office.

The new year means it’s time to make your resolutions. But it also means another tax season is here. Take time in January to get organized to make tax filing smooth for you and your tax professional.


ORGANIZE YOUR FORMS
You'll receive the bulk of your tax forms by January 31. But if you believe you're missing one, contact the appropriate company to request a copy.


BUNDLE IT UP
Along with tax forms, you'll want to get other financial documents and information together before meeting with your tax professional. Consider if you have:


  • Business financial statements

  • Names, dates of birth, and Social Security numbers for any new dependents

  • Educational expenses

  • Child care

  • Gifts received or given

  • Retirement plan contributions

  • Severance pay

  • Foreign assets

  • Rental income

  • Medical expenses

  • Estimated payments in 2022


Most tax professionals will provide you with their tax organizer that will walk you through all tax areas that may apply to you, so you don't overlook anything.

Previous Next

SUBSCRIBE

Enter your Name and Email address to get
the newsletter delivered to your inbox.

Please include name of person that directed you to my online newsletter so I can thank them personally.


CONTACT US

Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.

The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.