Plan your meeting early. The earlier in the tax season you schedule your appointment, the less likely it will be that you prepare is dealing with many stressed-out, last minute clients. Additionally, you will be more likely to get a date for a day and time that fits well into your schedule.
Review last year's return. This will remind you of any tax issues or situations that you will need to discuss with your prepare as well as remind you of items that you will need for your appointment.
Organize all receipts and paperwork. Gather all tax-related mail that you receive to include pre-printed tax forms, tax booklets, and tax reminder notices. These items often will include information that is helpful to your prepare in regards to your situation. Many tax clients assume that because their prepare uses tax software that there is no need to bring these items to their tax appointment.
Prepare in sequence on unusual state of affairs. If you have any exclusive tax situations or charges, prepare to examine them. This includes any past problems you may have had. Bring related computer data files. If you track your finances with a program such as QuickBooks or Excel, bring the data file(s) with you..
Brush up on relevant tax law/tax changes. While this it is not always possible for the non-tax expert to be fully versed on tax law, the more learned you are, the better you will be able to aid in the return homework process, provide vital information, and keep needless questions to a least
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