The 2012 tax return filing season is upon us and if you would like to make it easier on your busy tax preparer, please consider the following top 5 ways you can help.
5. Use email to respond to questions from your tax preparer or to ask tax questions. This is an efficient way to communicate and saves time for both of us. Mail or drop off your tax work. Usually if you are a longtime client with no significant changes, there is no need for an office appointment.
4. Provide annual totals of amounts for the year. For example add up all your medical bills for the year and give the preparer the total only. You don't want the preparer spending time adding up individual receipts.
3. Don't provide receipts for expenses. Put just the amounts in a worksheet or on an organizer and total them.
2. Answer the tax preparer as soon as possible when you get follow up questions so that your tax return can be completed promptly.
1. The number one way you can help your tax preparer is to fill out the tax organizer as completely as possible and provide all tax information forms that are reported to the IRS such as 1099s.
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