5 Tips to Simplify Tax Time

read time: 5 minutes

April 15 always seems to come around quick, and surely this year will be no different. While there’s no escaping the tax deadline, this year will be easier than the year before. Use the following tips to streamline the tax return process and minimize stress.

  1. Review and complete the tax organizer. The organizer provides you with your prior year information and helps your tax professional gather valuable information about you that may impact your tax return.
  2. Provide electronic documents whenever possible. The electronic tax documents obtained directly from your banks and brokerages are high quality and easy to read, which minimizes errors.
  3. Respond to communications from your tax professional as quickly as possible. Often our questions just require a short answer to finalize the preparation of your tax return.
  4. Review your prepared tax return as soon as it’s available so that any necessary corrections can be made well before the April 15 filing deadline. If no corrections are needed, sign the e-file authorization to complete the process.

The four tips outlined above are suggestions we’ve made for years. They help streamline the process for you and your tax professional. With your help, we can focus on maximizing valuable tax deductions. The fifth tip is new this year, and it makes the first four tips a breeze…

     5. Sign up for your free TaxCaddy account.

TaxCaddy makes it easier than ever to gather your 1040 tax documents and deliver them to CTBK and communicate with your service team. We’re excited about this powerful, free solution, and we think you will be, too.

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How to Get Started

If you already are one of our personal income tax clients, you’ll receive an email inviting you to create your TaxCaddy account from no*****@ta******.com. Once you receive the invitation, there are a few simple steps to get started. If you’re having trouble in the registration process or don’t receive an email invite, please contact your CTBK service team representative. 

If you’d like to learn more about TaxCaddy, you can visit their website,

To learn more about how CTBK can help you streamline your personal income tax filing process, contact our office today.


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