Have You Started Getting Ready for Tax Season?

It may seem a bit early to ask this question, but trust that tax season will be upon us before you know it. October is just, well, hours away! That means that it’s officially “year end,” which is when you want to start getting things in order for the upcoming tax season.Our firm has certainly started to prepare. Let us help you do the same. The following are a few tips to get you going.Let Document Gathering Commence!—Start getting all your documents ready to go. Pull together different tax forms, receipts, invoices, etc.Get Organized—Be sure to organize your documents properly. This will help you identify any missing pieces. Practicing good recordkeeping will make tax season far less stressful.Start Scanning and Go Paperless—If you haven’t already, now is a good time to adopt a paperless process. It’s so much easier to operate in a digital environment…with invoices, receipts, and all other documents available with the click of the mouse. Going into tax season, you’ll feel a big sense of relief by having all your documents stored electronically.Use Your Portal—We developed our advanced online portals to provide you with an easy-to-use and convenient system to both send us your tax source documents and access your completed returns. If you are not already using your portal, take a few minutes to get familiar with the system. You will love the 24/7 access and direct line of communication with our firm!These are just a few starter tips to get you going in preparation for tax season. Let us know if we can do anything to help you further!

Tracking your federal tax and state refunds are easy if you have the right tool.

Use our Refund Tracker to quickly check the status of your refund.

Click to access the FEDERAL Refund Tracker

Click to access the state of North Carolina Refund Tracker

Share this post:


  • We started our residential real estate business and brought Damon on as our principal adviser for all matters relating to taxes & accounting. We have doubled our business each year and Damon is a critical partner that has allowed us to successfully focus on our business.

    – Dan and Rachel Kendall
    Owners, The Rachel Kendall Team, LLC - Raleigh, NC
  • Damon Yudichak is a diligent and consistent professional. I’ve worked with Damon since 2009 and I’ve felt like a valued customer since the beginning of our relationship. His firm is consistent, courteous, and knowledgeable. He and his firm are a vital link to my business.

    – Al Sullivan, President
    Inspirus Consulting, Inc. – Cary, NC
  • Owning a small business… to me, it’s worth millions! Bringing Damon on for accounting and tax purposes… just a reasonable monthly fee! Keeping our business legal and my business partner sane… PRICELESS!

    – Tonya Baskerville, Owner
    Art on the Fridge, LLC – Raleigh, NC