Tax Preparer Checklist
Taxpayers should choose their tax return preparer wisely because taxpayers are responsible for all the information on their income tax return no matter who prepares the return.
Taxpayers should choose their tax return preparer wisely because taxpayers are responsible for all the information on their income tax return no matter who prepares the return.
Tax professionals have varying levels of skills, education and expertise. Furthermore, not all tax professionals have the right to represent taxpayers before the IRS, such as during an audit. Taxpayers should be aware of the credentials, qualifications and extent of service each prospective professional provides before obtaining their service. Enrolled agents, certified public accountants and…
It may seem obvious that those envelopes marked “Important Tax Documents Enclosed” contain something you want to bring to your accountant. There are many other items, however, that may be necessary to complete your tax return, even if it doesn’t seem very complex. Reading through this suggested list of documents should help make compiling your…