Bjorn Swanson

As tax season approaches, we know the process can feel overwhelming. That’s why at JA Swanson Agency, we aim to make it as smooth as possible for you. Whether you’re an individual or a business owner, getting organized early can save you time, stress, and money. Here are some tips to help ensure we have everything we need for a successful and accurate tax filing.

1. Use Your Stanford Tax Organizer

We provide every client with a Stanford Tax Organizer—a personalized digital checklist tailored to individuals and businesses. SERIOUSLY this is a great tool to get things in order, we use it on our own returns too! This organizer outlines the documents you need to gather, from W-2s and 1099s to receipts and business records. By following this guide, you can rest assured that nothing important will be overlooked. If you don't have an email regarding this let us know and we will get yours sent out right away.

Take a few minutes to review your organizer and begin collecting the requested information. If you’re unsure about an item, don’t hesitate to reach out. We’re here to help.

2. For Individuals: Accuracy is Key

To avoid delays or errors in processing your return, double-check these key details:

• Address Updates: Ensure your current address is on file. This is especially important if you’ve moved recently.

• Direct Deposit Information: Verify your bank account details so any refunds can be deposited quickly and accurately.

• If you’ve had major life changes: such as getting married or having a child, make sure to update us so we can maximize your tax benefits. Hey, we get it sometimes in the stress of getting documents in order while baby naps you forget to tell us about the new addition.

3. For Businesses: Keep Us in the Loop

Business filings often involve more moving parts, but being proactive can make the process seamless. Here’s what we need from you:

• Business Records: Ensure we have your year-end financial statements, including profit and loss statements, balance sheets, and bank reconciliations.

• Partner/Owner Information: Verify that all partner or owner details are up to date. This includes Social Security numbers, ownership percentages, and addresses.

• IRS Correspondence: If you’ve received any letters or notices from the IRS throughout the year, forward them to us. These documents are crucial for addressing potential issues before they become bigger problems.

4. Communicate Early and Often

The sooner we have your information, the better. Early submission allows us more time to review your documents, identify opportunities for savings, and ensure everything is filed on time. If you’re waiting on a document, let us know so we can plan accordingly.

5. Leverage Technology to Stay Organized

Our secure client portal makes it easy to upload documents directly. With tools like this, you can avoid the hassle of physical paperwork and track what’s already been submitted.

Let’s Make This Tax Season a Success

By following these tips and using the tools we’ve provided, you can help us prepare an accurate and timely tax return for you or your business. Have questions or need assistance? Don’t hesitate to contact us. At JA Swanson Agency, we’re committed to making tax season as stress-free as possible for you.