Category: Tax Preparation
How to Simplify and Improve the Individual Tax Preparation Process
Kerkering Barberio representatives have compiled these tips to help clients and the firm streamline and improve the individual tax information collection and preparation process. There are three sections:
I - Information We Need from You – Your Tax Organizer
Most of you are very familiar with the Individual Tax Organizer we send every January to help you gather your tax records. Read this section for tips on how to most effectively use the Tax Organizer. To read more Click Here.
II - Ways of Effectively Communicating and Securely Providing Information to Us
Tax documents come to us in a variety of ways: paper, email, upload, text and in a variety of forms and formats: PDF, JPG, Word, Excel, etc. This section provides suggestions for sending information to us electronically. Click Here to read more.
III - Reviewing your Tax Return and Signing and Returning E-file Authorization Forms
Delaying sending us your signed E-file Authorization form could result in potential problems. Read this section to avoid problems with timely filing your return. Click Here to read more.