As a tax preparer, getting your clients organized early on in the document retrieval process can be a big help in managing your workload during this busy time. This tax prep checklist can help you communicate to clients exactly what you need, improving your odds for a successful tax season....
Maybe don’t qualify for any of these free services, or you otherwise need a tax preparer to help you. That “chain” service in the strip mall down the street might suit you just fine if your tax situation is pretty simple but you just don’t feel capable of tackling it yourself. Th...
Lead Tax Preparer Ernst & Young 04/2015-03/2018 Increased the firm's small business client base by 25% through targeted marketing and exceptional service Developed tax planning strategies for clients, which on average, led to a 15% decrease in their yearly tax liabilities Mitigated audit risks ...
If a tax preparer is completing your return for you, make sure they have all of your correct information. Another reason for a potential hold-up is if you were a victim of identity theft or fraud. In this case, the IRS may hold onto your return until it can work with you to fix ...
Our Mineola Office is open for appointments only. Please call (516) 873-1040 to schedule an appointment with your tax preparer. Documents should be uploaded to our secure Client Portal before your appointment. You can also schedule a virtual or telephone appointment where applicable. Wondering how...
When it comes to collecting their refunds, people are often given the option to either wait several weeks for the Internal Revenue Service to mail a check or to pay a tax preparer or financial institution a fee to receive it right away. This is called a refund anticipation loan, a short-...
TAX CHECKLIST EMPLOYEES WORKING FROM HOME RECEIVING YOUR DOCUMENTATION Receiving your documentation options to send us your tax documents (for existing/returning clients choosing to use our drop off service) For options 1 and 2 outlined below, please include a completed drop off questionnaire. You ma...
But don’t just list every single thing you’ve done for a company or a client. List only therelevant dutiesand stay professional. Here’s a checklist for a tax preparer job description: Tailor your resumeto a job offer. Start with your latest or current job. ...
Look for red flags. READ: Tax Prep Checklist: Collect These Forms Before You File 1. Understand Your Tax Preparation Needs The first step to finding the best tax professional is to identify what services you need. Some people have basic tax returns, while others may require a preparer who ...
A tax preparer who, by virtue of passing a tough IRS test or prior IRS work experience, can represent clients at IRS audits and appeals. Estate tax For 2024 the exemption amount for estates is $13,610,000, with a maximum estate tax of 40%. The exemption amount is up from $12,920,...