Lean for Tax Preparation

Improvement Insights Blog

Lean for Tax Preparation

Like a lot of people, I used to put my taxes off until the last minute. Then I’d grind away for a whole weekend getting the paperwork together and entered into my tax software. Boy that was dumb.

In the last few years I’ve started buying my tax software early and inputting every W-2 and 1099 when it comes in. When the last bit of paperwork comes in, I compare this year with last year, fix any glitches and I’m ready to file.

This is a Lean approach to handling my taxes. I handle everything, just in time, as it comes in. Takes me a couple of minutes a day. Before I know it, my taxes are done.

I no longer dread doing my taxes because everything gets done daily in small quantities. Too easy!

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