Tips For Best Tax Preparation

As you get ready to have your taxes prepared, here are tips to streamline the process for optimum results:

1.  Gather tax documents in one place such as a folder or large envelope as you receive them.

2.  Verify that you have everything you need using our Appointment Checklist and/or our Tax Organizer.

3.  Self-employed individuals should reference this link for forms to help you organize your business income and expenses.

4.  Submit ALL tax documents at one time. If you are only missing one document, provide what you have, identifying the one document you will provide when received.

5.  Provide Driver’s License (unexpired government issued photo ID) for taxpayer and spouse.

6.  Provide Social Security cards and dates of birth for individuals not on your prior year’s return.

7.  Provide direct deposit bank information, including account & routing numbers each year to ensure that your refund goes into the correct bank account.

8.  Submit your tax documents early! Your tax return is a custom-made product.  Each return is uniquely different and requires individual attention.  To allow ample preparation time, please reference the chart for your tax return type and submit your tax documents prior to the Submit Before date.

9.  Tax documents submitted after the Submit Before dates will incur a Peak Processing Fee of an additional 25% of the tax preparation fee.  However, if all documents but that one you are still waiting for are submitted by the Submit Before date, no peak fee will be assessed. Submitting tax documents after the Submit Before date which are assessed the Peak Processing Fee are not guaranteed completion by the Due Date. 

10.  If you can’t make the deadline, request an Extension!  This is an extension of time to file, not an extension of time to pay any taxes due. A Peak Processing Fee will not be assessed on extensions.  However, if tax documents are not submitted before the Extension Submit Before date, the Peak Processing Fee will be applied.


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