The Ultimate Guide to a Smooth Tax Season with a Tax Preparer

The Ultimate Guide to a Smooth Tax Season with a Tax Preparer
Written by Kimberly Fowler

Tax season can be stressful, but it doesn’t have to be! Working with a professional tax preparer can turn what feels like a daunting task into a breeze. In this guide, I’ll walk you through each step of working with a tax preparer to ensure your tax season is as smooth and stress-free as possible.

Step 1: Online Scheduling

Say goodbye to long hold times and back-and-forth calls. With online scheduling, you can easily book an appointment with your tax preparer at your convenience. Simply visit their website, choose a time that works for you, and you're all set to go!

Step 2: Pre-Appointment Questionnaire

Before your appointment, you’ll complete a pre-appointment questionnaire. This is essential for your tax preparer to understand your unique situation and gather the necessary info to prepare your return. Take your time to fill it out carefully—it’s a simple step that makes the whole process smoother.

Step 3: Electronic Document Collection

No more bulky paperwork! Your tax preparer will likely offer a secure online portal where you can upload documents like W-2s, 1099s, and other tax forms. This eliminates the hassle of physically mailing or faxing documents, saving you time and keeping everything organized.

Step 4: Initial Consultation

During your first meeting (which may be virtual or in-person), your tax preparer will review your questionnaire and documents, and they may ask a few more questions to ensure everything is in order. This step ensures they have all the details to prepare your return accurately.

Step 5: Tax Information Verification

Your tax preparer will carefully verify all the information you’ve provided. They’ll double-check the details to make sure everything is correct before proceeding. This step ensures accuracy and helps avoid any issues later on.

Step 6: Preparation of Your Tax Return

Once everything is verified, your tax preparer will get to work preparing your return. With their expertise, you can rest assured that your return is in good hands and optimized for any available deductions or credits.

Step 7: Review and Approval

Once your tax return is ready, your preparer will share it with you through a secure online portal. You’ll have the opportunity to review everything to make sure it’s accurate. If everything looks good, you’ll approve it and move forward to the next step.

Step 8: Electronic Signature

No need for printing, signing, and scanning! You can sign your tax return electronically from the comfort of your home. It’s quick, secure, and easy—just sign and submit!

Step 9: Submission to the Agency

Your tax preparer will take care of submitting your tax return to the appropriate government agency, such as the IRS. You can relax knowing everything has been handled properly.

Step 10: Post-Submission Follow-Up

Once your return is submitted, your preparer will check in with you to ensure you’re satisfied with the service. They’ll also review any potential changes in tax laws or new information that could affect your future filings.

And there you have it! The ultimate guide to a smooth and stress-free tax season. By working with a tax professional, you’re taking the stress out of tax season and making sure your return is in good hands.

Ready to get started? Book your appointment today and let the pros take care of the rest.

And if you’re interested in becoming a tax preparer yourself or learning how to run your own independent tax business, don’t hesitate to set up a FREE consultation with us today!

Best,
Coach Kimberly Fowler
Founder, TaxPro Software Solutions