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.
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