The document discusses preparing for tax season and filing taxes. It recommends talking to an accountant about life changes, ensuring accurate tax withholdings by filing a new W-4, considering investing for retirement, organizing past tax returns, filing taxes online, and starting to prepare early so you have time and aren't scrambling at the deadline.

1. Tax Season is Coming

2. 
Have You Begun to Prepare?

3. 
Thinking About 2015 Yet?

4. 
Second Quarter
Now is the time to talk with your accountant in NYC to discuss
changes in your life that require paperwork.

5. 
Life Changes
 Birth of a child
 A new job
 Change in marital
status
 Moved to a new
location

6. 
File a New W-4
 Make sure federal, state and city tax withholdings
are correct to prevent large balances and
underestimation penalties.

7. 
Consider Investing

8. 
Don’t Delay
 Increase contributions
to your IRAs and SEPs
or any other retirement
funds
 The longer you wait,
the less you have for
retirement

9. 
 Are your previous tax returns in a safe, accessible
location and well organized?
 You will need tax returns for loans, mortgages &
next year’s taxes.
 If you need help an accountant in NYC can help you
quickly recover previous tax returns and assist you
in getting paperwork ready for a loan or mortgage.
Are You Organized?

10. 
Filing Online
 Can save you time
 Store all returns in a
single folder
 Don’t need to worry
about losing paper
copy
 Update software often

11. 
Time is Money

12. 
Start Preparing for 2015
 Keep track and carefully organize important
paperwork.
 Start early so you don’t lose time scrambling at the
last minute.