Posted by: Garcia & Cuadra, PA | August 21, 2017

3 Secrets Your Tax Advisors Want You to Know

Tax Advisors | Tampa | Garcia & Cuadra, PATaxes can be confounding for many people. Lots of numbers, deadlines, and forms need to be submitted every year, and many residents don’t want to bother. However, with professional tax advisors in Tampa, you can handle tax season with a breeze. At Garcia and Cuadra, we make sure our clients are taken care of.

1. Being Organized Is in Your Best Interest

When tax return preparation time comes around, you may find yourself scrambling to find all of the documents and information you need for completion. This is why it is so important to stay organized. Always make copies of every financial related document or form you receive and save it somewhere where you will be able to locate it when you need it. Create a digital folder and back it up every month and keep it organized. If you need, tax advisors in Tampa can help you stay on track. At Garcia and Cuadra, we provide clients with a list of things they’ll need, which helps you get organized.

2. It Is Never Too Early, but It Can Be Too Late

As the saying goes, the early bird catches the worm. When it comes to preparing for tax season, it is never too early to start preparing. Tax advisors do their job all year long, while many Tampa residents only think about taxes once a W2 or 1099 form ends up in their mail once a year. However, if you want to be ahead of the game, consult with an Enrolled Agent throughout the year. You can keep track of business expenses, charitable donations, and other write-offs that can increase your return come spring time.

In that vein, it can also be too late. Once a filing deadline has passed, you are still have to file your return. However, you face penalties for being late, and it only grows the later you are. So, if you are late, it is better to act as soon as possible and seek out a professional to get the job done as efficiently as possible.

3. Trust Your Tax Advisors

It may seem like an intimidating relationship, but you have to trust your tax advisors with all of your personal information. They are in charge of making sure that they receive the entire picture that demonstrates your current financial state, and without all of the information, the picture will be incomplete. At Garcia and Cuadra, we are not here to judge you or use your information for our own gain. We take our role very seriously and promise that you will be protected at all times under our care.

Give us a call at 813-415-2431 or connect with us online to get started today in Tampa!


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