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Meet your (tax return) maker: 5 steps

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in Small Business Tax,Small Business Tax Deduction Strategies

Even some taxpayers with complex returns do the “shoe box drop”when meeting with their tax preparer during filing season. But simply handing your preparer a pile of receipts and records will cost you two ways: you’ll spend more money on the tax-preparer’s fee and you’ll likely pay more income taxes than necessary.

Advice: Put your tax-return preparer in the best position to help you. You’ll save time and money by following these five steps before you meet with your preparer this year:

1. Organize your records. Don’t expect your preparer to unravel your collection of receipts, credit-card slips and other paperwork. Arrange for a meeting early in tax-return season to cover all the bases. Then provide the requested information and documentation in a neat and logical order.

Tip: In that initial meeting, bring along relevant articles clipped from Research Recommendations. Pinpoint the tax strategies you...(register to read more)

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