{"id":57012,"date":"2019-01-16t12:00:02","date_gmt":"2019-01-16t17:00:02","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=57012"},"modified":"2019-01-17t14:22:17","modified_gmt":"2019-01-17t19:22:17","slug":"how-clients-should-gather-their-papers-for-taxes","status":"publish","type":"post","link":"\/\/www.g005e.com\/2019\/01\/16\/how-clients-should-gather-their-papers-for-taxes\/","title":{"rendered":"how clients should gather their papers for taxes"},"content":{"rendered":"<p><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/11\/woman-in-home-office-with-computer-and-paperwork_bt88di0so.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-50664\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/11\/woman-in-home-office-with-computer-and-paperwork_bt88di0so-424x283.jpg\" alt=\"woman holding paper at desk\" width=\"424\" height=\"283\" \/><\/a><strong>they don&#8217;t have to eat the rhino all in one bite.<\/strong><\/p>\n<p><i>by barry j. friedman, cpa<\/i><br \/>\n<a href=\"https:\/\/industrynewsletters.com\/partnerships-opportunities\/cpa-firm-digital-marketing-platform-cpatrref\/\"><i>industrynewsletters<\/i><\/a><\/p>\n<p>don&#8217;t let your clients find themselves frantically searching for information they need to file their tax returns at the last minute. help them reduce filing difficulties and possibly their tax bills by knowing what documents to have at your fingertips.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2019\/01\/09\/charitable-giving-under-the-new-tax-law\/\">charitable giving under tcja<\/a> | <a href=\"\/\/www.g005e.com\/2019\/01\/02\/gifts-to-charity-6-facts-about-written-acknowledgments\/\">gifts to charity: 6 facts about written acknowledgments<\/a> | <a href=\"\/\/www.g005e.com\/2018\/12\/12\/yes-home-equity-loans-may-still-be-deductible\/\">yes, home equity loans may still be deductible<\/a> | <a href=\"\/\/www.g005e.com\/2018\/11\/07\/basis-the-essential-tax-and-investing-term\/\">how to talk to clients about \u2018basis\u2019<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2019\/01\/16\/how-clients-should-gather-their-papers-for-taxes\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>most of the papers they need to document the income, interest and withheld taxes they report arrive in your mailbox in january, with investment-related 1099s often coming in february. they can get ready for that arrival by creating print and online folders. it&#8217;s a good idea to create a paper and an email tax folder for messages relating directly to tax information.<br \/>\n <a href=\"\/\/www.g005e.com\/2019\/01\/16\/how-clients-should-gather-their-papers-for-taxes\/#more-57012\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2019%2f01%2f16%2fhow-clients-should-gather-their-papers-for-taxes%2f&amp;t=how+clients+should+gather+their+papers+for+taxes'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2019%2f01%2f16%2fhow-clients-should-gather-their-papers-for-taxes%2f&amp;title=how+clients+should+gather+their+papers+for+taxes&amp;summary=they+don%27t+have+to+eat+the+rhino+all+in+one+bite.%0d%0a%0d%0aby+barry+j.+friedman%2c+cpa%0d%0aindustrynewsletters%0d%0a%0d%0adon%27t+let+your+clients+find+themselves+frantically+searching+for+information+they+need+to+file+their+tax+returns+at+the+last+minute.+help+them+reduce+filing+difficulties+and+possibly+their+tax+bills+by+knowing+what+do'  ><img  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no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20how%20clients%20should%20gather%20their%20papers%20for%20taxes&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2019\/01\/16\/how-clients-should-gather-their-papers-for-taxes\/\" title=\"email this: how clients should gather their papers for taxes \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/11\/woman-in-home-office-with-computer-and-paperwork_bt88di0so.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-50664\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/11\/woman-in-home-office-with-computer-and-paperwork_bt88di0so-424x283.jpg\" alt=\"woman holding paper at desk\" width=\"424\" height=\"283\" \/><\/a><strong>they don&#8217;t have to eat the rhino all in one bite.<\/strong><\/p>\n<p><i>by barry j. friedman, cpa<\/i><br \/>\n<a href=\"https:\/\/industrynewsletters.com\/partnerships-opportunities\/cpa-firm-digital-marketing-platform-cpatrref\/\"><i>industrynewsletters<\/i><\/a><\/p>\n<p>don&#8217;t let your clients find themselves frantically searching for information they need to file their tax returns at the last minute. help them reduce filing difficulties and possibly their tax bills by knowing what documents to have at your fingertips.<\/p>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2019\/01\/09\/charitable-giving-under-the-new-tax-law\/\">charitable giving under tcja<\/a> | <a href=\"\/\/www.g005e.com\/2019\/01\/02\/gifts-to-charity-6-facts-about-written-acknowledgments\/\">gifts to charity: 6 facts about written acknowledgments<\/a> | <a href=\"\/\/www.g005e.com\/2018\/12\/12\/yes-home-equity-loans-may-still-be-deductible\/\">yes, home equity loans may still be deductible<\/a> | <a href=\"\/\/www.g005e.com\/2018\/11\/07\/basis-the-essential-tax-and-investing-term\/\">how to talk to clients about \u2018basis\u2019<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2019\/01\/16\/how-clients-should-gather-their-papers-for-taxes\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>most of the papers they need to document the income, interest and withheld taxes they report arrive in your mailbox in january, with investment-related 1099s often coming in february. they can get ready for that arrival by creating print and online folders. it&#8217;s a good idea to create a paper and an email tax folder for messages relating directly to tax information.<br \/>\n <a href=\"\/\/www.g005e.com\/2019\/01\/16\/how-clients-should-gather-their-papers-for-taxes\/#more-57012\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2019%2f01%2f16%2fhow-clients-should-gather-their-papers-for-taxes%2f&amp;t=how+clients+should+gather+their+papers+for+taxes'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on 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href=\"mailto:?subject=cpa%20trendlines%20:%20how%20clients%20should%20gather%20their%20papers%20for%20taxes&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2019\/01\/16\/how-clients-should-gather-their-papers-for-taxes\/\" title=\"email this: how clients should gather their papers for taxes \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":2980,"featured_media":56041,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1905,1363,3120,3002,2246],"tags":[],"class_list":["post-57012","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-clients-and-service","category-featured","category-pro-member-exclusive","category-special","category-busy-season","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site 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