Hmmm: Five Items To Bring To Meet Your Tax Preparer. If youre like many taxpayers, you may not know all of the basic information needed to complete a tax return. Thats why many people turn to licensed professionals to file their taxes. But do you even know what documents to give a tax preparer? Dont worry, youre not alone. A survey of more than 1,000 taxpayers ages 22 to 62 showed eight out of 10 didnt know the details for submitting a tax return. The National association of Enrolled Agents (NAEA) recommends using a checklist to get tax information in order before visiting a preparer. Enrolled Agents (EA) are tax professionals licensed by the Department of the Treasury, meaning they specialize in tax matters and have unlimited representation rights before the IRS. Prepare to meet your tax professional with the following: 1) Last years tax return (if you are a returning client then we will already have that on file). 2. All W-2s from the past year. 3. Any and all 1099 Forms. 4. Receipts for donations. 5. Any and all 1098 Forms. Have questions? Call us at 303 856 7752 or visit us at ricorafinancialservices. ENROLLED AGENTS (EA) -- Americas Tax Experts.
Posted on: Wed, 03 Sep 2014 18:11:52 +0000
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