Tax Tips from the US Tax Goddess

Posted on March 25, 2011 by asechmentor@gmail.com

Actually, this is John Heinrich reblogging tips that Shauna Wekerlein put out to her clients before tax season:
1. Come with organized information, including everyone’s birthdates and who you have as dependents;
2. Bring totals! I don’t want to see all the receipts, I just need the totals of each category of expense;
3. A list of questions and events that happened during the year (getting married, forclosure, short sale, etc.)
4. Be prepared to bring me back homework (If your CPA isn’t asking you more questions than you’ve brought, something is missing, because the laws are ALWAYS changing!
4. Be early. Bringing in your tax data on April 14th and wanting it done by April 15th is not very nice and will often get your rush fees or other penalties.

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4 Responses to Tax Tips from the US Tax Goddess

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  4. Shauna Wekherlien says:
    January 30, 2013 at 2:12 pm

    Thank you ASOE! I am always happy to contribute and help our valued students! 🙂

    Reply

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