5 Things Your Accountant Wishes You Knew

The numbers I’m working with don’t come out of thin air.
I have very specific formulas to calculate them. I know sometimes completing taxes can look like a magic act, “How did she save me $14,000?!”. Believe me, I will do all that’s in my power to save you money! Despite the magic we do for you, accountants are not actually magicians!
No I’m sorry, I cannot do your taxes for free.
Or discounted! As a professional, you are paying me for my experience and expertise as well as the service that I am providing you. I promise, I will do all that I can to ensure you the very best results! That is my job after all!
Organization is key!
Dumping a bag full of receipts on my desk is not exactly efficient. Have you watched Marie Kondo yet? She tends to use lots of little boxes in her technique. Regardless of your method, organization is key! They say cleanliness is next to Godliness right? Let’s use that as some motivation to keep your paperwork a little more organized!
Sooner is better than later!
December. Holidays. Stress-mas. There’s undoubtedly quite a few things on your mind this time of year. There’s shopping, holiday parties, seeing your in laws, and for us business owners – year end. Just as you thought your plate was at its capacity, here comes your friendly accountant with a reminder email. “Hi! Make sure you contact me before the first week of April next year to work on your taxes!” I know, I know, it’s one thing we don’t want to have to worry about. But can I just say? Receiving communication from you before April would be my favorite Christmas gift!
Trust me!
I know you are not a tax professional so I’ll give you a break with terminology but know that, yes, there is a difference between tax liability and tax refund. Leave the tax jargon up to me, I’ll navigate you through and won’t let you down!