Get Ahead of Tax Season: Start Uploading Documents to TaxDome Now

Tax season doesn't officially begin until late January, but the clients who have the smoothest experience, and often the best outcomes, are the ones who start early. Every January, we see the same pattern: some clients scramble to find documents at the last minute, while others have everything organized and ready to go.

The difference? The prepared clients started collecting and uploading their documents early. 

By using TaxDome to upload your documents now, you eliminate the stress, ensure you don't miss valuable deductions, and position yourself for an earlier refund. Plus, you'll get first access to our appointment calendar before the spring rush.

The TaxDome Advantage

TaxDome is our secure client portal that makes tax preparation seamless. Instead of digging through emails, scheduling drop-off appointments, or worrying about lost paperwork, you can simply upload your documents directly to your portal whenever you're ready.

Benefits of uploading early:

• No more lost documents: Everything is stored securely in one place

• Upload at your convenience: No need to schedule an appointment just to drop off paperwork

• Track your progress: See exactly what you've submitted and what's still needed

• Faster processing: We can start reviewing your information as soon as you upload it

• Secure and private: Bank-level encryption keeps your sensitive information protected

What Documents to Start Gathering Now

You don't need to have everything perfectly organized; just start with what you have. Here are the most common documents you'll need:

Income Documents

Most income documents (W-2s, 1099s) won't arrive until the end of January, but you can prepare by having your year-end bank and investment statements ready to upload.

Business Owners and Self-Employed

If you have business income, gather your income and expense records now:

• Invoices and payment records

• Business expense receipts (office supplies, meals, travel, equipment)

• Mileage logs

• Home office expense documentation

Deductions and Credits

Start collecting receipts and documentation for:

• Charitable contributions

• Medical and dental expenses

• Property tax payments

• Mortgage interest (statement arrives in January)

• Education expenses

• Childcare costs

Investment Records

Pull together your investment account statements and any records of stock sales or cryptocurrency transactions.

Your December Action Plan

Log in to TaxDome and familiarize yourself with the portal. If you haven't set up your account yet, check your email for an invitation or contact us to get started.

Start uploading any documents you already have. Don't wait until you have everything. Upload items as you gather them. Bank statements, business receipts, charitable contribution records, anything you can pull together now.

As December closes, upload your final bank statements and any year-end expense documentation. Create a list of tax documents you'll expect in January so you can upload them as soon as they arrive.

As W-2s, 1099s, and other tax forms arrive in the mail or your email, upload them to TaxDome right away. The sooner we have your documents, the sooner we can prepare your return.

Don't Wait Until the Rush

The clients who upload their documents in December and early January get several key advantages:

First access to appointments: We schedule preparation appointments on a first-come, first-served basis. Early uploaders get their choice of times before the calendar fills up.

Faster refunds: Early filers typically receive their refunds weeks ahead of those who wait until the deadline.

Less stress: There's something satisfying about having your taxes done in February while everyone else is still procrastinating.

Getting Started is Simple

If you already have a TaxDome account, log in and start uploading whatever documents you have right now. It doesn't need to be perfect—just get started.

If you're not sure whether you have a TaxDome account or need help getting set up, we're here to help.

Take Action Today

The difference between a stressful tax season and a smooth one often comes down to when you start preparing. Clients who upload documents in December consistently report lower stress levels and greater satisfaction with the process.

Don't wait until January to start thinking about taxes. Log into TaxDome today, upload what you have, and give yourself the gift of an organized, stress-free tax season.

Your future self will thank you for starting now.

Need help getting started with TaxDome? Contact us today and we'll walk you through the

process.

Call us: (828) 570-5760

Email us: info@denisestubbscpa.com

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This blog post is provided for educational purposes only and does not constitute personalized financial, tax, or investment advice. Tax laws are complex, change frequently, and vary based on individual circumstances. Before implementing any strategies discussed, please consult with qualified financial advisors, tax professionals, or CPAs who can assess your specific situation. This content should not be relied upon as a substitute for professional consultation.