4. What’s my homework? Can you give me a clear list of what I need to bring?
A disorganized preparer will ask for documents in a scattered way. A professional one will provide a clear, customized checklist—whether it is your W-2, 1099s, records of charitable donations, or business expense receipts.
- Efficiency is Key:This saves you time, stress, and multiple trips. More importantly, it ensures nothing is missed, which is the first step toward accuracy and avoiding audit triggers.
For your knowledge – The Tax-Smart Donor: Optimize Your Lifetime Giving Plan
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