Preparation and Tax Season Readiness


Preparation and Tax Season Readiness –

A few weeks ago, I whined in a newsletter about the preparation it takes before a hurricane. If you still need to read Hurricanes and Tax Representation newsletter, you can find it on our The Tax Relief Company website.

This week it was more of my grousing again! Tropical Storm 🌀 ⛈ Nicole approached Florida as a Cat 1 hurricane. Fortunately, Stuart did not take a direct hit. We live in Palm City, just moments from Stuart, and we had taken no precautions such as putting up shutters, buying extra food (still have Titos 🍸 left), and taking money from the bank.

I can be somewhat, ha-ha, entirely oblivious at times.

For example, the dogs ran out of food on Monday, so…

  • On Monday night, I changed the dog’s order for their monthly food delivery from Chewy from two eleven-pound bags to one forty-pound bag. Recently I found a food that they both like! 👏🏻👏🏻 and they are eating us out of house and home. Between the two of them, they go through two eleven-pound bags in less than a month. Also, Romey actively lets me know when he is due a treat. He sits in front of the pantry, scratches at the door, and barks. Since he learned this trick, I must keep up the treat inventory.
  • It usually takes 24-30 hours for the delivery to be dropped at our door. Not thinking about this, I did not buy a small bag at Publix to tide them over when I ran in to pick up some human food. What a dumb 🐇 I can be.
  • Tuesday, I did a quick run to Publix to buy dinner ingredients for a Mexican green chili pork loin in the slow cooker. At dinner time, I put the dog food in their bowls and discovered the canister was empty. Being too lazy to return to Publix, I served them eggs 🥚 and green beans. They did not complain!
  • In other words,  I would still have no food for them in the morning and would need to repeat their meal of eggs. Holy cow, but I need to rethink their emergency meal options. At around $6.00 a dozen for cage-free large brown eggs, it’s pricey. At this rate, they would be done with a dozen eggs by dinner.
  •  So, I ran out to Publix, secured the “fancy schmancy” natural, grain-free dog food they enjoy, and paid $14.99 for a tiny bag. Shortly after, my Ring doorbell told me the Chewy delivery was made. 🤨 Doesn’t it just figure? So much for pre-storm planning and preparation. LOL!

Preparation and Tax Season Readiness

Let’s talk about annual tax season filing preparedness. The dictionary states that the definition of prepared means “ready to do or deal with something.”

I indeed wasn’t. And it cost me an extra trip to Publix in the rain and wind and a dozen eggs. For example, I keep my shopping list on Alexa, and had I taken the time to add dog food to the Publix list; I would have been adequately prepared to feed my dogs before and during the Storm.

My tip to you – make lists.

It doesn’t matter if it is for food shopping, things you want to get done during the week, or people you need to call. Lists work!

At this time of year, it is essential to begin a list detailing the information you need to gather for your tax professional, Enrolled Agent Jeffrey Schneider, EA, CTRS, ACT-E. And yes, we have begun booking tax preparation appointments. You can book your appointment online

Therefore, you have 52 days until the first of January, the “very unofficial beginning of filing season.” During that time, there are some things you can do now to prepare to make your tax preparation appointment go smoothly and without any surprises.

Here are the 7 tips:

1. Understand your filing status and make sure it is correct. If not, adjust as needed.

2. Make sure your current address is correct with the IRS. However, you may need to file a change of address with the IRS before tax season.

3. Get your paperwork organized as it comes in.

4. Max out your retirement contribution. (IRA, 40K, etc.)

5. If you are a small business owner, evaluate your tax obligations, filings, and compliance.

6. Adjust your withholding taxes as needed, even at this late date.

7. If you have a business and/or rental property, consider buying items (furniture, equipment, etc.) you can deduct in 2022.

For details, please read our blog, 7 Ways to Prepare for Tax Season,

Ali” lost my thinking cap” Schneider
Director of Business Development

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Expert Tax Preparation Services



Autumn Denning, EA

We are thrilled to announce that our Senior Tax Advisor, Autumn Denning, EA, just passed all three parts of her SEE (Special Enrollment Exam) and is now an Enrolled Agent. She worked hard to complete the exam before tax season begins.


Tax Humor

People who cheat on their taxes disgust me.
This is not the kind of world I want to raise my 23 dependents in.