Running The Numbers Blog

Tax Tips, Business News and Personal Observations are discussed by Mike Conroy, CPA from Boulder, Colorado.

Make taxes easier – Start planning today!

Mike Conroy - Thursday, December 02, 2010

Don’t wait until the last minute to start tax planning. Mid-April will be here soon enough and there are many things you can do to ensure a stress-free tax filing season.

The first thing you should do is consider any changes in your life that happened in 2010 and that might affect your taxes. Ask yourself a few questions:

  • Did my marital status change due to marriage or divorce?
  • Did my kids move out?
  • Did I buy or sell a home?
  • Did my employment situation change? Did I lose my job? Did I retire?
  • Did a disaster – like a hurricane, tornado or flooding – cause a hardship for me?
  • Do I qualify for tax credits?

Here are a few more things to think about before you sit down to fill out your tax return:

  • Organize your records.
  • Determine the amount of tax withheld.Organize your records.
  • Did you move, have a new name or address?
  • Have you taken advantage of all available 2010 credits?
  • Are you a student or do you have students in your household?
  • Did you buy a new computer for college use in 2010?
  • Considering home improvements?
  • Did you go green with a new vehicle this year?
  • Don’t forget the Making Work Pay Credit.
  • Do you qualify for other tax credits?

Remember, a little planning can save you a lot of frustration and surprises later.

Bookmark and Share

Certified Public Accountant and Professional Advisor of Boulder, Colorado