Cooking, Cabins, Crafts & Careers

Things that make life interesting

Archive for the tag “income tax”

Can you believe it’s almost here?

fist_full_of_money_svg_med

 

No, I’m not thinking about Christmas!  Although that is just around the corner, but I’m one of those people who like to celebrate my holidays one at a time, so no lights, decorations or stockings at my house until Thanksgiving has been thoroughly enjoyed with family and dear friends.

The “IT”  I am referring to is tax season.  That dreaded time of year when dear Uncle Sam decides it is time to “settle up.”

I have spent the last eight months working towards being ready to take on this tax season with the launch of a new business.  I am taking on clients and will work with you to make this tax season pain-free.

There is no one size fits all in the tax preparation business.  I will only work with clients for whom I can provide quality service specifically for their needs.  There are several keys to finding a perfect fit; ask these questions of any potential tax preparer.

  • Do you have a PTIN?  (A tax preparer must have a Preparer Tax Identification Number issued by the IRS.)
  • What records or documentation will you need from me?  (A qualified preparer will insist that you provide your W-2, 1098, 1099 and other verification of income and expenses.)
  • Can I file electronically?  (It is the fastest way to get your refund.)
  • Who will sign my return?  (Don’t trust a preparer who will not (or cannot) sign your return.)
  • When will I receive a copy of my return?  (You should receive a complete copy of your return within a reasonable amount of time following your submission of documents.  You should ALWAYS receive a copy for your own records.)
  • How do I find you if I have a question after tax season is over?  (My business is not confined to tax preparation; I am available all year.)

You want to end up creating a relationship with your tax professional, just as you would with your hair dresser or doctor.  Do your research and ask questions; it will be worth it.

If you are interested in tax preparation or other money management services, please submit the contact form below.

 

 

 

Advertisements

Post Navigation