TAX PREPARATION SERVICES
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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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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.
Citations:
[1] https://www.b12.io/resource-center/tax-preparation/what-questions-should-tax-preparers-asknew-clients.html
[2] https://www.drakesoftware.com/taxing-subjects/tax-preparer-questions-for-clients/
[3] https://contentsnare.com/tax-preparer-checklist/
[4] https://www.countingworkspro.com/blog/top-tax-preparer-questions-for-clients-in-2022-forthe-2023-busy-season
[5] https://jetpackworkflow.com/blog/tax-return-checklist-for-clients/