It’s time again to start thinking about getting your tax return prepared. Here are some quick tips you can use to help speed tax filing and avoid hassles.
- Gather all documents needed to prepare an accurate return, including W-2s, 1099 forms, statements of interest and dividends, and relevant receipts. Failure to provide certain information could mean an incomplete return, which may require additional processing and delay any refund due.
- Check names, Social Security numbers and amounts for accuracy and correct spelling. Also, if you supply a bank account number, double-check it.
- Don’t wait to contact the office for a tax preparation appointment.
If you are interested in tax services, Contact Us to see if we’re the right fit, and if you’re already a client, call the office to schedule your appointment.
408-252-1800
Photo by Winnie Vinzence from Freerange Stock.