Most importantly, take time to organize your tax information. We help our clients with this process by giving them a tax organizer each year end. We feel it’s critical for them to fill it out completely and return it to us as soon as possible. You don’t want your accountant to have to spend time filling out your tax organizer for you. His or her time is better spent interpreting what’s inside it. Quite simply, if your accountant doesn’t know the changes in your life over the past year, he or she will miss opportunities to save you money. This same advice applies to small business owners. Small business owners should be diligent in ensuring that they have support for all of the numbers in the business’ financials. The less time that an accountant needs to spend on organizing a business’ accounting records, the more time they can spend on developing a strategy to save tax dollars and make the business more profitable.