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Robert W. Davis CPA

TAX PREPARATION | ESTATE PLANNING | ACCOUNTING | BUSINESS VALUATION

Tax-Time Tips

The income tax filing season has begun and important tax documents should be arriving in your mailbox. Even though your return is not due until April, you can make tax time easier on yourself with an early start. Here are a few tips to ensure a smooth tax-filing process.
  1. Gather your records Round up any documents you'll need when filing your taxes: receipts, canceled checks and other documents that support income or deductions you're claiming on your return.
  2. Be on the lookout W-2s and 1099s will be coming soon; you'll need these to file your tax return.
  3. Consider direct deposit If you elect to have your refund directly deposited into your bank account, you'll receive it faster than a paper check in the mail.
  4. Review! Review! Review! Don't rush. We all make mistakes when we rush. Mistakes slow down the processing of your return. Be sure to double check all the Social Security numbers and math calculations on your return as these are the most common errors. Don't panic! If you run into a problem, remember we are here to help. 

Serving San Diego Since 1986

Bob Davis CPA

804 Pier View Way Suite 204
Oceanside, CA 92054

(760) 434-7762

FAX:
(760) 966-7417
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