(907) 272-1421 | info@rulien.com

Blog

On your mark, get set…GO prepare for tax season

Don Rulien

January 17, 2019

The combination of running a business and your life and preparing for tax time can drive some people into a slight panic. But no need to get stressed if you are prepared. Now is the time to start organizing all documents required to file your tax return.

Also, consider going completely digital this year. Start by scanning in your paper receipts and other source documents and organizing them within a dedicated online folder. When the time comes, all you’ll need to do is upload your digital documents for our team.

The checklist below will help you start to compile the basics:

  • Copy of last year's return (for first-year clients; include spouse’s return if applicable)

  • Paperwork for dependents, including SSNs and DOBs

  • All proof of income, including W-2s and 1099s

  • List of deductions

Feel free to contact us with questions. We are here to help make tax season as stress-free as possible for you!

   

Back to List


BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

read more

 Testimonials

"As a lifelong Alaskan who has been involved in the financial services industry for over 36 years, I have had the pleasure of not only being a client of Rulien + Associates, but have referred a number of clients to them for assistance on tax, financing, bonding, business succession and estate planning needs. Rulien + Associates was founded on two primary principals, integrity and providing the highest levels of customer service..."

Robert L. Shake, Business Development Officer
read more

"It has been my good fortune to have enlisted the services of Rulien + Associates for the past several years. They have provided me with expert guidance and timely help in tax preparation, estate and tax planning, family trusts, property sales, and retirement preparation. I am indebted to them for their assistance and for the sense of security I now enjoy."

John D. Erkmann, MD
read more

"Making the switch to Rulien + Associates, LLC was the best and easiest business decision I have made. They are at the top of their game and always working to help me reach my business goals. They treat clients like family and are always just a phone call away to offer guidance. They take care of all my business needs from financial statements, payroll, bookkeeping, and year-end taxes. Regardless of the size of your business, they treat all clients with respect and outstanding service."

Sharon Athascote
read more

"We switched to Rulien + Associates five years ago and have never looked back. They manage all of our accounting related needs for our four restaurants. They’ve always been great about explaining complex topics in ways that we can understand and a result, we are much more accounting savvy.  Their billing is extremely fair and we get great value for our money because our accountant is fast and thorough.  We enjoy and look forward to our meetings with them and trust their advice! We recommend Rulien to anyone looking for experienced and capable accountants."

Laile Fairbain
read more

Latest from Our Blog


Learn More