Working with a Tax Pro?

Here are some etiquette tips to ensure your tax returns are accurate AND completed in a timely manner.

1. Do not send your documentation piecemeal.

2. Submit your documentation in the manner requested by your tax pro. If they give you options - pick ONE. Do not mail half and email the rest. Pick ONE.

3. If you are submitting your documentation electronically use a .pdf format. Don't have a scanner handy? Your phone likely already has this capability - if not, there are a bazillion apps to do this.

4. Scan both sides of any documents that are printed on both sides.

5. Respond to any requests for additional information or documentation thoroughly and at one time. 10 missing things? Gather them up and send them all at once.

6. Refrain from frequently checking in on your tax return prep status - only check-in if the indicated turnaround time has passed + a week for grace.

I am sure I have more but that's a good start.

#afittaxprep #taxes2022 #taxprofessional

Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state, and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state, or local tax liabilities.

Enhance your tax experience

 Taxes don’t have to be daunting. We make the tax process easy and smooth. You can expect:

• A modern process from start to finish—Our advanced platform supports a completely digital process from tax document upload to signature and filing.
• Customized support—We put in the time to understand your personal tax situation to make sure you get the refund you deserve or minimize your tax burden as much as possible.
• Service all year—We are here to support you with tax advice throughout the year…not just at tax time. You can count on us for strategic advice that leads to smart tax decisions all year long.

Learn more here about our Blue Springs tax preparation services.