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...