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Are your receipts looking like enormous New Year’s confetti all over the office? Are you having trouble sorting out how to categorize year-end bonuses and client gifts? Did you lose the comparison sheet on your options for travel expenses? Are you scrambling to get your fourth quarter tax details in order? If so, you’re probably feeling like a tea bag in boiling water, hoping your accountant will turn down the temperature. We can help!
Here are several ways you can get more organized for your CPA:
1. Make a folder for your charitable donations and have a copy of the receipt or letter from each organization.
2. Make a folder for those 1099s and 1098s when they start coming in - your CPA needs these...