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Avoid Tax Season Stress: How to Help Your Accountant File Accurately and On Time

Tax season doesn’t have to be stressful. With a little preparation, you can make the process smooth and efficient, helping your accountant file your taxes accurately and on time—without needing an extension.

  1. Gather Your Documents Early

Start by collecting all necessary paperwork, including W-2s, 1099s for freelance or investment income, mortgage interest statements, student loan interest statements, and records of any deductible expenses, such as charitable donations or medical bills. Keeping everything organized—either in a folder or digitally—helps your accountant work quickly and accurately.

  1. Review Last Year’s Return

Your previous tax return is a great roadmap. Reviewing it ensures your personal information, dependents, and retirement contributions are current. It can also highlight deductions or credits you may be eligible for this year. Be sure to share any major changes in your life, such as a new job, a home purchase, or an investment, with your accountant.

  1. Track Your Expenses Throughout the Year

For clients with business income, freelance work, or investment activity, maintaining detailed expense records throughout the year is a game-changer. Using apps, spreadsheets, or simple folders to categorize expenses prevents last-minute scrambling and ensures you don’t miss deductions that could save you money.

  1. Make Sure Estimated Payments Are Up to Date

If you’ve been making quarterly estimated tax payments, double-check that they’ve been made and are accurate. Missing or underpaying estimated taxes can lead to penalties and interest, so having this information ready for your accountant helps ensure your return is complete and correct.

  1. Communicate Early With Your Accountant

Reach out to your accountant well before the filing deadline. Let them know about any unusual transactions or life changes. This communication allows your accountant to address potential issues early and keeps your return on track.

  1. Avoid Last-Minute Filing and Extensions

Procrastination is a common reason clients need extensions. Aim to have all documents ready a few weeks before the deadline. If you anticipate owing taxes, making a payment in advance can reduce penalties and interest. Being proactive ensures your return is filed on time and gives you peace of mind.

Conclusion

As a client, taking these simple steps—gathering documents, reviewing prior returns, tracking expenses, making sure estimated payments are up to date, and communicating early—makes tax season easier for you and your accountant. The result? A smooth filing process, no unnecessary extensions, and potentially a maximized refund.

We are always glad to help! If you have any questions or need assistance with tax planning, preparing your documents, please don’t hesitate to contact us.

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CHRISTINA IMPERIOLI

Supervisor, CPA

Christina Imperioli is a Supervisor at Accavallo & Company, LLC, where she specializes in the preparation and review of individual and business tax returns across a variety of industries. With a focus on accuracy, client service, and technical expertise, she plays a key role in helping clients navigate complex tax matters.

She began her career as a Staff Accountant at The Innovative CPA Group, quickly rising through the ranks to Senior Accountant and ultimately Supervisor, demonstrating a strong commitment to professional growth and leadership.

Christina is a Certified Public Accountant and an active member of both the Connecticut Society of CPAs (CTCPA) and the American Institute of Certified Public Accountants (AICPA). She holds a Bachelor of Business Administration in Financial Accounting from Western Connecticut State University.

Throughout her career, she has worked with clients in the real estate, construction, and retail sectors, bringing valuable insight and industry-specific knowledge to every engagement.

Outside of work, she enjoys traveling with her husband and son, spending time with her three dogs—two rescues named Cole and Indigo, and a Brussels Griffon named Louie—and exploring local bookstores. Christina is a passionate reader and podcast enthusiast, she often listens to new episodes during her daily commute.

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Sherri Fisher is a Tax Manager at Accavallo & Company, LLC.  Sherri has longstanding expertise in Trust and Estate Taxation, Eldercare, and Estate planning. Sherri appreciates the relationships she has built with estate planning attorneys and advisors, to provide a team approach to assisting her clients. Sherri also has seasoned experience in business and individual taxation and is partial to assisting start-ups in developing overall accounting and operating plans.

Prior to joining Accavallo & Company, LLC, Sherri was a manager in a large firm, servicing high net worth trust clients, business, and personal clients. She was also a Partner in a large bookkeeping firm, which specialized in cloud accounting systems for regional and national companies. Sherri led a team in assisting clients to organize their accounting systems.  She is a graduate of Florida Atlantic University with a B.S. degree in Accounting.    

Sherri’s experience includes working with companies and organizations in a variety of industries including:

  • Investment Trusts

  • DAPT and Family Investment Partnerships

  • Estate and Probate Administration

  • E-Commerce

  • Manufacturing

  • Construction

  • Real Estate Investment

  • Marketing and Service-based industries

In addition to her professional accomplishments, Sherri is an Intuit Advanced Pro Advisor, Intuit Future Firm Advisory Board member, member of the Valley WIN Network, and proudly served as past Connecticut Public School liaison for the Yale Tommy Fund for Childhood Cancer. Sherri enjoys time with her family, Cleveland sports, thrifting and gardening.