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TAX PREPARATION SERVICES

Maximize your refund and minimize your stress. Schedule your appointment today for expert tax preparation services. Take the first step towards a worry-free tax season!

Before getting your taxes prepared, clients should be aware of the information and documents they need to provide.

Personal Information and Contact Details

Clients will need to provide their name, Social Security number (SSN) or taxpayer identification number (TIN), date of birth, marital status, and bank account details for direct deposit of tax refunds[3].

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Filling Out Tax Form

Sources of Income

Clients should be prepared to provide information about their various sources of income, including W-2 forms for employment income and details of any selfemployment income[2][3].

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Previous Tax Returns and Other Information

It's helpful for clients to have a copy of their prior year’s tax return, as well as any documentation related to health insurance coverage, notices from taxing authorities, and personal identity theft prevention numbers from the IRS if applicable[5].

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Understanding the Process

Clients should be informed about the tax preparation process, including the importance of providing accurate information, the need for secure transmission of sensitive data, and the significance of keeping detailed records of expenses and payments[1][2].

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By being prepared with the necessary information and documentation, clients can help ensure a smooth and accurate tax preparation process.

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