.jpg/:/cr=t:0%25,l:16.65%25,w:66.7%25,h:66.7%25/rs=w:400,cg:true,m)
1. Waiting Until the Last Minute Is a Recipe for Stress
No one likes to be rushed, least of all the person responsible for making sure you don’t get fined by the IRS. When you show up with a box full of crumpled receipts on April 10th, it doesn’t just raise their blood pressure—it increases the risk of errors, missed deductions, and incomplete filings.
Accountants wish clients would check in by February at the latest. Even if all your documents aren’t ready, having a game plan in place can make a huge difference.
2. Keeping Organized Records Is Half the Work
Imagine trying to solve a puzzle without all the pieces. That’s what it feels like when financial records are incomplete. From mileage logs to business expenses and charitable donations—every bit of documentation helps.
Use a digital folder, an app, or even a spreadsheet. Just be consistent. The clearer your records, the smoother the filing process.
3. You’re Probably Missing Out on Deductions
Many small business owners, freelancers, and even regular employees don’t realize they’re eligible for deductions. Home office space, software subscriptions, travel expenses, and even part of your internet bill may qualify.
An accountant Venice wishes you’d ask about these before tax season, not after you’ve thrown out that stack of receipts. When in doubt, save it and let them decide what’s deductible.
4. Major Life Changes? Say Something
Got married? Bought a house? Had a kid? Started a business? These things don’t just change your life—they change your taxes, too. Your accountant isn’t a mind reader, and they won’t know unless you speak up.
A quick email about big life updates during the year can help them prepare better strategies for you in advance.
5. Quarterly Payments Aren’t Optional (for Some)
If you’re self-employed or make income outside of a W-2 job, chances are you’re expected to pay estimated taxes quarterly. A lot of people don’t know this until they get slapped with a penalty.
Accountants wish you’d ask about this early in the year, not after it’s too late to fix.
6. Communication Is Key
Don't ghost your accountant. Stay in touch—especially if they’ve sent you questions or requests. A delayed response on your part can mean missed deadlines or incomplete filings, and that can cost you.
A little back-and-forth now can save a mountain of paperwork (and money) later.
Final Thoughts
Tax season doesn’t have to be a mad dash. With a little planning, some organization, and open communication, the whole process can feel less like pulling teeth and more like crossing off a to-do list. Your accountant Venice isn’t just there to crunch numbers—they’re your financial teammate. So, give them what they need early, and you’ll both make it to the refund finish line with your sanity intact.
About Us
We are a group of accountants, tax specialists, and CPAs. We also write informative content on various complex aspects of accounting and taxes to help individuals and business owners make informed decisions.