How to Help Your Tax Preparer

Give him all of your 1099s, W-2s, K-1s, 1098s, non cash donations, or anything with a government # on it that says it relates to tax reporting. Provide amounts for areas such as business income and expenses, rental income and expenses, charitable donations, medical expenses, misc expenses, office in the home expenses, business car mileage, and anything tax related that is not on a reporting form such as a 1099. Do not bring him receipts. Indicate any significant changed circumstances for the current year or the next. If you want to really make his day, fill out his tax organizer. What do you get in exchange for all of this? You get a happy tax preparer who can concentrate all his skill on trying to save you money and keep you out of trouble.