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On your mark, get set…GO prepare for tax season

January 17, 2019

The combination of running a business and your life and preparing for tax time can drive some people into a slight panic. But no need to get stressed if you are prepared. Now is the time to start organizing all documents required to file your tax return.

Also, consider going completely digital this year. Start by scanning in your paper receipts and other source documents and organizing them within a dedicated online folder. When the time comes, all you’ll need to do is upload your digital documents for our team.

The checklist below will help you start to compile the basics:

  • Copy of last year's return (for first-year clients; include spouse’s return if applicable)

  • Paperwork for dependents, including SSNs and DOBs

  • All proof of income, including W-2s and 1099s

  • List of deductions

Feel free to contact us with questions. We are here to help make tax season as stress-free as possible for you!

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Client Testimonials

  • Todd Timmons, Chairman at Reidville Fire District

    "The BOSS program has been an exceptional addition to the Reidville Fire District. It has eliminated the need for administrative staff. The cost of his program directly benefits the District, which allows more funds to..."

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  • David Taylor, CEO and President at the University Center of Greenville

    "Greene Finney, LLP has been the University Center of Greenville's accounting services provider for over six years; handling general ledger, financial reporting, payroll, 401k funding, bank account reconciliations, and tax reporting. They utilize state of the art technology and..."

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  • Tommy Norris, Fire Chief at Poplar Springs Fire Department

    "Prior to implementing BOSS with Greene Finney, we were utilizing a firm that relied on hand delivery of bills and deposits as well as a manual signature every two weeks. Reports were hard to retrieve and were not very user-friendly. Since switching to BOSS with Greene Finney, we have been completely..."

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  • Joel Manning, Finance Manager at Chester Sewer District

    "BOSS is a very cost-effective solution for your back office accounting needs. We get access to highly qualified and well-trained staff that we could not afford to hire directly. Through BOSS, Greene Finney handles..."

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BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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