Congratulations, you survived tax season! 🧾 The forms have been filed, the receipts have been tamed (or at least shoved into a drawer), and you no longer break out in a cold sweat every time you hear the word “deduction.” 💸
So… now what?
You could go back to pretending taxes don’t exist until next March. But what if this year… hear me out… we didn’t? 🤔
Before you roll your eyes and vanish into a well-deserved margarita 🍹, here are a few post-tax-season moves that Future You will be eternally grateful for. 🙌
📁 1. Create a “Tax Stuff” Folder (and Actually Use It)
Whether it’s a physical folder, a digital one, or a shoe box labeled “MISC DO NOT OPEN” 😅, just make one. The goal? Every time you get something tax-related—donation receipt, 1099, side hustle income, weird form from your brokerage—you drop it in there like a squirrel hoarding nuts for winter. 🐿️
Bonus: In April, you look like a genius instead of a gremlin. 🧠
🧾 2. Start Tracking Deductions Now, Not on April 13th
That $17.42 you spent on printer ink? 🖨️ Deductible. That lunch you had with a client? 🍽️ Deductible (well, 50% of it). That mile you drove to that meeting in the middle of nowhere? 🚗 Definitely deductible.
But you know what’s not deductible? Regret. 😬 Start using an app or spreadsheet to track this stuff as you go. Or better yet…
👩💼 3. Let Someone Else Handle It—Like P&L Business Services
Here’s a wild idea: what if you didn’t have to deal with the financial chaos at all? 🤯 What if someone else—someone calm, experienced, and not fueled by cold brew and panic—kept your books in order all year long? ☕📚
That someone is P&L Business Services. 💼✨
They handle your bookkeeping, organize your financials, and make sure everything is tax-ready before the panic sets in. It’s like having a fairy godparent for your finances—except instead of turning pumpkins into carriages, they turn a pile of receipts into beautiful P&Ls. 🧚♂️📊
Hiring P&L means:
✅ No more last-minute number crunching
✅ No more guessing what “chart of accounts” means
✅ No more hunting down missing transactions while muttering “I swear I paid that” to your dog 🐶
Basically, you get to hand off the headache 🤕 and focus on running your business. Or relaxing. Or finally watching that documentary you’ve been pretending to have already seen. 📺
🧮 4. Adjust Your Withholding If You Got Surprised
Big refund? Cool 😎, but it might mean you’re giving Uncle Sam an interest-free loan. Big balance due? That might sting 🐝.
Talk to your tax pro or use the IRS withholding calculator. A small tweak now = no “OMG” moment next April. 🗓️
🗓️ 5. Set Up Quarterly Check-Ins (Especially If You’re Self-Employed)
Freelancing, side hustling, or doing anything 1099-ish? Quarterly estimated tax payments are your best frenemy. 📬
Mark your calendar for:
📌 April 15
📌 June 15
📌 Sept 15
📌 Jan 15
Set aside some money 💰 and prep in advance (yes, we can help with that too). Future You will be proud.
🤖 6. Automate What You Can
Link your bookkeeping app 📲. Automate tax savings. Sync receipts. Set reminders.
Or just… again, hire P&L Business Services and let them automate it for you. 💤 You’ve got better things to do. Like literally anything else.
☕ 7. Thank Your Tax Preparer (Again)
Did they make you cry less this year? 😅 Magically find a deduction? File without judgment?
Send them a thank-you 🙏. Or a coffee gift card. Or an email that doesn’t contain the word “emergency.” They’ve earned it.
🎯 The Bottom Line
Post-tax season isn’t just for breathing a sigh of relief 😮💨—it’s a chance to get just slightly more organized so next year doesn’t feel like a financial horror show. 🎬
Let P&L Business Services handle your books so you can handle literally anything else. Like relaxing. Or thriving. Or eating a cookie in peace. 🍪
✅ Ready to skip the stress next year?
📞 Call us at 865.294.4792
📧 Email Info@PandLBusinessServices.com
🌐 Visit: pandlbusinessservices.com
Let’s make next tax season the easiest one yet. 💪