3 Tips You Need to Use to Make Tax Season Easier

3 Tips You Need to Use to Make Tax Season Easier

The best time to plan for taxes is yesterday. The next best time is now.

It’s neither duck season, nor rabbit season. No, the truth is far less funny: it’s tax season.  While you’re still recovering from last year’s headache, this tax season is approaching faster than you’d probably like. Fret not, there’s nothing to worry about when you know exactly what to do! Here are 3 tips to make your tax season a successful one so you can go catch your Saturday morning cartoons guilt-free.

  1. Organization is key. Buy a folder that you delegate all tax-related documents and forms. By having all of your tax forms in one place, there’s no last-minute panic.
  1. Gather your receipts. It doesn’t matter how small or large, your tax deductions due to charitable donations, or business expenses can add up. If you want the largest tax return, be sure to gather all of them.
  1. IRA Contributions. If you’re a procrastinator, then this is an amazing tax filing deadline. You don’t have to make them early, or even a month before. You can literally make the contributions the day-of, and still have it count for this year’s taxes. (Just be sure to make it clear that this contribution is for last year’s taxes, no this year’s.

Be the hunter this tax season, and file your taxes with ease using these 3 helpful hints. Having peace of mind is important when it comes to tax season, and when it comes to your life. When looking for a policy suited for you, contact Risk Management LLC for all of your Brookfield, Wisconsin insurance needs!

  • Risk Management assisted me in determining the best insurance coverage to match my business’ risks. Not only did their professional staff spend ample time meeting with me to understand my business, but they continue to follow up with a phone call on a regular basis. I’d consider each of the members on the Risk Management team a true asset in my corner, as they assist to resolve complex insurance issues including GL, Med-pay, business interruption, unemployment insurance, and most importantly, claims management. Their ongoing research in the insurance industry allows my rates and coverage’s to be best in in class, which helps me to remain competitive in my industry.

    -Steve, S. former owner of Helium Trampoline Park

  • “When we want develop partnerships with vendors, the deciding factor is always based on a single question…Do they pick up their phone? At Risk Management, they pick up their phone. In the indoor trampoline park industry, we have dealt with several insurance agencies that were always more concerned about their commission, not building a business relationship or serving our needs. On more than one occasion, Risk Management has stepped in and helped us with carrier/policies issues that the incumbent agencies had dropped the ball on. There was no financial reward for Risk Management in these situations, they see a problem and help fix it. They just do business the right way. Steve Young and his team at Risk Management represent us, not the carrier. We highly recommend Risk Management.”

    -Mark M. Operations Manager,CEO Fun Palace Place

Address: 21420 W. Greenfield Ave Ste 100
New Berlin, WI 53146
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