Thorough Tax Organization Assistance from Trustworthy Professionals

Tax Organization

Tax Organization - Getting Help

Help Unlimited knows that doing your taxes can be stressful and complicated, but also necessary. That is why we offer trustworthy tax organization services to our clients, such as senior citizens and busy professionals. Our customers deserve to have their taxes done correctly to minimize stress and errors. Whether you are a senior who isn’t totally sure what forms you need to complete, or a busy professional who wants to have someone to collect the necessary documents for you, Help Unlimited’s tax organization team is here to assist you along the way.

Tax Organization Tips

There is no shortage of tips on ways to get organized for doing your taxes. These six tips from Beth Kobliner are a good start 6 steps to organize your tax documents But let's be honest, how many people take the time to properly organize their taxes every year? Most of the time people are rushing at the last minute or final tax filing extensions.

Tax Preparation for Independent Seniors

For those who are receiving Social Security benefits, the tax preparation process for a senior citizen can be daunting, frustrating, and impossible. (Intuit turbotax - When Does a Senior Citizen on Social Security Stop Filing Taxes?)  Filing dates and income numbers are probably unclear to you. For the 2018 tax year, you need to file a return if you are unmarried, at least 65 years of age, and your total gross income is $13,600 annually or more. However, if you live on Social Security benefits, you don't include this in gross income. Our tax organization experts can help you determine which income needs to be included in your annual tax filings. Our daily money management professionals can also help you organize receipts for write-off purposes, and maintain your financial records to ensure you’re compiling the paperwork and records that you need. You don’t have to give up your independence to ensure that your taxes are filed properly and on time if you have an experienced daily money manager and tax organization expert on your side.

Tax Preparation Services for Busy Professionals

Maybe you’re not an independent senior, but your time is spent juggling a career, a social life, and a family. Having assistance preparing your taxes can be a great time saver! Mistakes in filing your taxes come at a serious cost that will increase how much you end up handing over to the IRS. Missing paperwork or other errors with your filing can come at a cost of a lengthy and arduous audit by the IRS. Some of the most common mistakes made when preparing taxes include

  • Not using available tax credits
    • Not utilizing your tax credits, or lacking the required documents can lead to paying the IRS more than you are required.
  • Not keeping track of spending and receipts
    • Losing receipts and not tracking your spending can lead to issues with consistency in paperwork, which if unresolved, could lead to an audit.

If time is valuable to you, and you want help organizing your taxes, make sure you have a reliable daily money management professional hired to work through the process with you.

Professional Tax Organization

Our daily money managers and tax preparation professionals provide our clients with proven methods to organize personal and business income along with deductible expenses so that they are filing the right paperwork with the correct information. Your accountant may give you a list of documents that you need for filing your taxes. Help Unlimited’s daily money management professionals can help you organize and compile that important paperwork, not limited to:

  • Bank account and routing numbers if you pay electronically
  • Your EFTPS information if you file electronically
  • List of previously paid taxes: self-employment tax, estimated taxes, property taxes, etc.
  • W-2s, 1099’s, 1098’s and related tax documents.
  • Interest paid on a mortgage or student loans
  • Charitable donation receipts
  • Contributions to tax-deferred retirement accounts (401k, IRA, self-employed retirement accounts).
  • Child care and education costs
  • Medical costs and receipts (if you can deduct them)

A daily money manager can provide valuable hands-on experience in collecting the proper documents for tax filings. We help you fill out the document organizer provided by your accountant. If important files are missing, we will be your first line of defense and contact the appropriate parties to get the required documents as quickly as possible. We will also work with your accountant to make sure your taxes are prepared properly and on time. If you’re behind, don’t worry. Help Unlimited will even help you catch up and collect records needed in order to file overdue tax returns. Contact us to get your tax organization on track today.

Testimonials

I call Amanda my ‘person who gets things done’. When I first met her, my husband had just passed away and I couldn’t face all the bills and forms that started to pile up on my desk. We tackled the paperwork together. She helped me prioritize tasks and get everything tidy and properly managed. Now we have out twice-a-month routine. I set everything aside for her and we take care of things when she comes. It’s such a relief to know I have her in my corner!”

Dorothy V.  |  View More Testimonials »

Talk to One of Our Money Managers to Learn More!

Other Services We Offer

file-management

File Management

insurance-claims-management

Insurance Claims Management

medical-paperwork

Medical Paperwork Assistance

mail-management

Mail Management

notary-banking

Banking Services

professional-services

Professional Services Coordination

bill-paying

Bill Paying Services

expense-budget-tracking

Expense & Budget Tracking