Tax Return Preparation Information
The following items can assist you with preparation of your 2022 tax returns.
If you want us to prepare your tax return for you, we must receive a signed engagement letter before we can start the work.
Do you need help in determining how much the items you donated during 2022 are worth? The following guide can provide you with a range of values to assign the items you donated to charity. You might want to print out an additional copy of this guide as a record of what you give in 2023. You only need write down the date you gave the donated goods, to whom you gave them, and the quantities of each type of item you gave.
Do you feel overwhelmed when it is time to gather all your tax records? The organizer can be used as a checklist of the most commonly needed items for the preparation of your tax returns.
New Client Organizer
If you receive a letter from the IRS or state department of revenue, don't panic. Remain calm and read the following item.
Have You Received an IRS Notice?