Five Tips for Your Meeting With a Tax Preparer | AccountingWEB

Five Tips for Your Meeting With a Tax Preparer

Jackson Hewitt Tax Service, the nation's second largest tax preparation service behind H&R Block, offers the following tips for making your meeting with a tax preparer quick and efficient:

  1. Bring all income-related documents including W-2 forms, 1099 forms, Schedules K-1, bank statements and other year-end statements reflecting income earned for the year, gambling income information, information relating to self-employment income, rental income information, social security income form, and details of gratuities received.
  2. Bring documentation of all expenses that may be deductible, such as expenses relating to self-employment income, gambling losses, expenses from rental properties, medical and dental records, contributions made (including non-cash contributions), employment and job-searching expenses, and child care expenses (including the federal identification number or Social Security number of the care provider).
  3. Bring records of a home purchase or sale, and mortgage and property tax information on real estate that you own.
  4. Bring records of stock purchases and sales, state tax refund received, alimony paid or received, and estimated taxes paid.
  5. Bring the Social Security number and birth date of all people listed on the tax return, and bring a copy of last year's tax return.

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