Welcome to 2019 and the 2018 tax filing season. Let’s make it a great year! Here are a few things you need to do to get ready to prepare your taxes for 2018. It is very important to get organized and stay that way throughout the year.
As tax documents come in the mail, put them in a large envelope and title it “Taxes 2018”. Even if you don’t have time at that moment to look at the piece of documentation, you are still compiling the documents you will need to file. When you get a chance, go through the documents and take notes of any questions you may have. The documents will include W2s, 1099s, interest statements, health coverage proof, etc. Be sure to include one document with your questions and concerns. We will go over this all on the phone or in person as needed before filing any return.
Once you have all your documents, they need to be delivered to us at 61 Water Street #2 in Newburyport. You can text us for an appointment at that time. You can bring the documents to the office and drop them for us to get started We prefer this method. If no one is available in the office your can slide it through our mail slot. You can also fax the documents to us or even scan everything into one PDF and upload it to our secure portal. Please do not scan multiple individual documents to the portal. If you are digitally inclined and like to gather documents as you go, you may like our online tax gathering software we are using with our clients. If this interests you we will send you the link to get started. We love it, and so do our clients.
Please reach out to us with any questions moving forward. We know this can be a stressful time of the year and we are here to help you through.
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About Stu: With more than 29 years of experience as a tax professional, Stu Steinberg brings a broad depth of knowledge to his work with his clients. Stu founded Erock Tax to help provide tax and financial planning strategies to individuals, families and small businesses and is passionate about empowering his clients through education about their money health. Stu is highly energetic and brings a sense of optimism, creative problem-solving and a deep level of commitment to every Erock client.