Jackson Hewitt suggests that completing the following steps now may help client’s position themselves for a better outcome when filing their tax returns next year.

No. 5. Locate last year’s tax return.

 

 

 

 

 

 

Use last year’s return and information as a reference to get started this year.

No. 4. Create a timeline.

 

 

 

 

 

 

Mark the dates on a calendar of tasks to accomplish by year-end and your anticipated filing date.

No. 3. Search the Web.

 

 

 

 

 

 

Use technology to find a local tax preparer and track the status of your return once it is filed.

No. 2. Reduce taxable income.

 

 

 

 

 

 

Make a charitable donation, increase retirement plan contributions or prepay January’s mortgage payment.

 

No. 1.  List life changes.

 

 

 

 

 

 

The birth of a child, caring for an elderly parent or buying a home can create tax credits or deductions.