Get Organized for Year-End

Year-end can be a confusing and complex time, both for businesses and individuals alike.

Here’s how you can help keep everything in order.

How Can You Make Year-End as Smooth as Possible?

Tackling year-end responsibilities is no easy task. There are forms to be filled and meetings to be scheduled, plus the 2017 Tax Cuts and Jobs Act continues to impact taxpayers because of new guidance that has been released throughout the year.

Where should you start? It may help to start with your biggest concerns going into year-end. Here are some of the most common concerns we hear:

I’m concerned …

  • I’m not doing year-end correctly for my small business.
  • That tax reform has changed how I do things at year-end.
  • That I’m forgetting individual parts of year-end planning.
  • I don’t have the right tools to figure out year-end.

Small Business

As a business owner, it’s critical to keep up with year-end planning. It will affect not only your financials, but also your goal setting in the new year.

Make sure you’re doing year-end correctly.


Tax Reform and Planning

The Tax Cuts and Jobs Act continues to affect all taxpayers. As new guidance is released, conversations with your tax advisor becomes even more important.


Individuals

Concerned you’re forgetting individual parts of year-end planning? There are several items to consider from a personal perspective as the year comes to a close.

  • I’m not sure I have the right insurance policies in place. Proper insurance planning can ensure that those you love are prepared for life when things don't go as planned.
  • I need tools for my own tax planning.
    • Check out the 2019-20 Tax Planning guide.
    • Looking for all your tax rates in one place? Check out our 2019-20 Pocket Tax Guide. COMING SOON!


Tools

Make sure you have the right tools to figure out year-end.

Year End Client Forms

The worksheets contained in the below folder will help you prepare your forms W-2 and 1099.

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