Getting started is the hardest part of filing taxes. Gather all your documents and upload them first, then overcommunicate with your accountant about their process. Insight Tax promises a two-week turnaround once they have everything.
Honestly, over the years, I think one of the biggest hurdles that we've seen is that sometimes just getting started is the challenge. And I think that challenge kind of happens because for most of us, when we hear the word tax, uh, it's not something that immediately brings us a thrill. So we want to put it off. It's easy to procrastinate. Taxes. It's easy to move that to the next week, month, you know, just we're always going to push it back on our to-do list. Now the thing likely that is the challenge in getting started, so maybe we don't know where the first step is. Well, the first step is gathering documents, and that often is the hurdle for the client. Like in our case, We can't do the return if we don't have the information. Gathering all your docs and scanning and uploading them, that can be the challenge. You should know that most accountants, though, can't do your return until they have all of the information. Here at Insight Tax, for example, once the client gets us their information, we have a 2-week turnaround time. Meaning they get us information, they'll have a copy of the return to review within 2 weeks, but we can't start the process until we know that we have everything. So if there's one takeaway from watching this video, I hope it's at least understanding the need in the beginning to overcommunicate with your accountant. I get it, whatever, we're busy, we're juggling, you're juggling your business, we're trying to help you. I get it. But overcommunicate. That's the best way, especially as you create a new relationship with the accountant. This will help you understand how they work. And as you get the list of things that you consistently need year over year, it becomes smoother and smoother. Now, to save you a Google search of what you actually need to send your accountant, we do have a straightforward list that We have created, um, the link is in the description below. And remember, the IRS is out to get you. They suck.
