If you're starting to plan for retirement, Social Security may be an important source of retirement income. Millions of Americans depend on Social Security today. For some, it is their primary source of retirement income, and for others, it is supplemental income.
Benefits of Social Security
As you get ready for your 2015 tax preparation, we have a few helpful tips so that you can quickly and efficiently ready yourself for your tax appointment. First and foremost – BE ORGANIZED! Remember that Time is Money. Most firms provide 'Organizers' for you to fill out, take a few moments and compare your current year data to your prior year – this will allow you to determine if there is anything that you may have inadvertently forgotten.
You will need to gather all of your W-2's, 1099's, K-1's, to name a few. If you are self-employed be sure that your books are up to date and it is helpful to have all your financials available (i.e. Balance Sheet & Income Statement).
