One of the first questions a potential client ask me (After they inquire about the price) is what do I need to bring with me? So I send them a client organizer. A what? A client organizer is a form (between 4 to 49 pages thick) listing items or information needed to help the preparer prepare your taxes. Most clients fill out the list and the interview is brief and their taxes are processed quicker. A select few either don't fill it out or leave it at home. The client organizer to your tax prepare is like the medical and insurance information to your doctor or the car maintenance history for your mechanic. With that information readily available the process goes faster and that is a win win situation for everyone. Believe it or not your tax preparer may charge you more for having to organize your paper work.(example a box full if receipts in no particular order).
If you prepare your own taxes, the client organizer can help you start gathering the information as soon as you get it and keep track of it. This keeps you from scrambling for your documentation.
A simple list of things to bring to your tax preparer are but, are not limited to: dates of birth and SSN for spouse and dependence.W2 and 1099 paperwork for income reporting. Dividends received and interest paid to the banks. Receipts (more preferable copies of receipts) of your expenses for the job and or business.....better yet I will send you to my page with a link so you can download a copy of the client organizer I send my clients( don't worry it's only 8 pages.) Hopefully you will look it over and send responses and questions. One thing I want you to remember is that tax preparation is an annual and not a season endeavor. Enjoy and happy tax season. http://www.mytmhglobal.com/Tmhglobal_Accountable_prepairs_taxes_for_everyone.html
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