MAKE A SCHEDULE
Write out a schedule for yourself from now until you file, determining what steps you will take in that time period to prepare. Maybe you’ll decide to spend one weekend sorting through documents, designate a day to meet with your accountant, or set aside time for filling out paperwork.
KEEP IT SIMPLE
Rather than having 20 different folders for 20 different accounts, try a three-folder system to organize your tax documents: one for income related documents, one for expenses and deductions, and one for investments.