By now, you likely have a pile of necessary tax filing forms waiting to be used when it comes time to sit down and file your taxes. Keep in mind that many companies are distributing forms digitally, so keep your out for an email saying your tax info is available. If you’ve decided to work with a tax preparer, you should meet with them prior and ask any questions you may have to get a better understanding of their experience and process. But, what kind of questions should you be asking? We put together a few vital ones!
What information do you need from me to file my taxes?
Depending on your situation, this answer may vary, but at the very least, you will need your identification (for both you and any dependents you’re filing for), last ye
It’s hard to believe it but it’s already time to start thinking of tax time. As Meryl Streep once said, “Start by starting.” The best way to get started is simply by starting! Be proactive this tax season, know what you need to do, do your research, and stay in the know.
Make a plan.
As with any project, a plan is a must! Determine the steps necessary for a successful tax season (don’t worry, we share some below). Once you create your plan, stick to it.
Know personal information.
Make sure you know all personal information for yourself and any minors you may be filing for. This includes their full legal name, Social Security number, birth date, and home address. If you need to h
Tax Season comes around every year, yet people still always scramble come mid-February when filing has taken way like they had no idea it was coming. This tax season, that won’t be you. Follow our simple steps for preparing to file taxes - what to do before you file for an easier experience while filing.
First and foremost, you’ll want to schedule an appointment with your tax preparer, whoever it may be. If you don’t have a tax preparer, reference our blog on how to find a reputable tax preparer you can trust. Once your appointment is scheduled, it’s time to turn to your important documents. This includes any documents that track your income, personal information, banking information, and records of any purchases.
Tax season is just around the corner (seriously, just one quarter left in 2019!) and it’s time to get down to business. Call us crazy, but we prefer the term proactive. You can roll your eyes at us now or thank us later. One of the first things to do is find a good, reliable tax preparer that you can trust. As always, please contact us for a list of recommended qualified and trusted tax preparers. Some questions to ask when looking for a tax preparer…
Tax season is approaching, which for some may mean stress and anxiety. What if we told you those feelings aren’t necessary? Take a deep breath and rest easy knowing that these tips will help you make your tax preparation smooth sailing.
As tax season rolls around, it’s important to know your options and to choose what’s best for you. This includes whether to have a Certified Public Accountant (CPA) do your taxes or TurboTax.
For a little background, TurboTax is an American tax preparation software. It’s the #1 best-selling tax preparation software, which means it must be the best choice for everyone, right? As a matter of fact, if you have opened a small business or own one, hiring a CPA during tax season is the way to go, not a software program.