The Day After Tax Deadline Day… What To Do?

It’s the day after tax deadline day, months of hard work and stress have come to an end.  Now what should you do? We are sure that you can think of many exciting things, one of which is probably taking a break from worrying about your taxes!  Enjoy having the peace of mind that your taxes are completed and filed, and if you are receiving a refund – you can track it here.  But you can also begin thinking about how to improve the process for next year!

Maybe your tax season didn’t go as smoothly as you hoped….maybe you didn’t receive the type of care and attention you thought you would receive when you hired your CPA.  If that is the case – your next step could be to actively shop for a new CPA.  You should look for one that is proactive in nature, that believes in timely communication, and one that is knowledgeable in all facets of tax and accounting.  You want your accountant to become a yearly resource to you.  If you only spoke to your accountant from January – April this year, that is part of your problem.  If you think the tax preparation was done incorrectly…you can contact our team for a 2nd opinion on your tax situation.  This is something that happens quite frequently and can make a BIG difference in some situations.

How To Improve For Next Year

Tax planning is the #1 way to improve your experience.  You can begin tax planning…NOW.  It is never too early to start to look at next year’s tax season and have a plan laid out.  Also this is a pretty great time to get appointments with CPAs.  As tax season has come to an end – CPAs are now available for face to face meetings and have much more availability.

So if you want to be an active participant in preparing for a better tax year, click the button below.  Our team of CPAs offer no-cost consultations and are excited for the chance to meet you and help you see the results you expect with your personal and business tax situations.