Tax season is soon approaching and people are starting to scramble around. As soon as you get all of your W2’s and other forms in the mail, you will be able to get started on that tax return. Some tax payers are all excited for this time of year. They know that they are going to get some money back and may be planning what they will do with the extra money. Others, may not know what they are getting back or assume they did not pay enough in during the year and wonder how they are going to make it through. No matter what your situation, tax season can be a stressful time, trying to figure out all the paperwork that you need to deal with and ensuring you fill out the tax form correctly.
Instead of taking on the task by yourself and feeling like you want to pull your hair out, why not pick a professional to help you get all the work done. Many professionals, like us at Donna J. Jackson and Associates, are ready to help you out, no matter what your tax situation may be. Big or small, we have the experience necessary to get your taxes done right the first time. Preparing for your tax appointment can seem intimidating at first, but with the right know-how and bringing in all the right information, you will ensure that our professionals are able to help you out in no time.
Know What You Need to Bring
Figuring out what you need to bring to your appointment can seem like a big task, but it doesn’t have to be too complicated. The professionals at Donna J. Jackson and Associates will be able to talk with you to help you determine what you will need to bring in based on your special circumstances. In most cases, anything that you receive in the mail that is considered a tax document should come into the appointment with you, no matter how small it may seem at the time.
You will need to bring in all of your W2’s plus any other paperwork that tells how much you made during the year. Bring in your health insurance documents to show how much you are paying in premiums each year. You can bring in your forms for your mortgage, how much you put into retirement, how much you made in other investments, and your self-employment income paperwork. These are all important for your tax professional to help you file your taxes.
Schedule On A Day You’re Not Busy
If you go into the appointment having a million other errands to run, children coming along with you, or are busy in some other way, you are not going to get very far. You need to be able to put your whole attention on the appointment. This will be difficult for some, but you need to work with the professional to get everything handed in. Leave the children with a babysitter, or have your spouse watch them. Pick a weekend day if you need in order to give your whole attention to the process. If you are too busy on a day, pick another one to get this done right.
Leave Plenty of Time
When you show up for your tax appointment, make sure that you leave plenty of time. While tax professionals are trained to work on your tax return, it can sometimes take them a bit of time in order to help you get the return filed. You will not be able to show up and then leave just a few minutes later. You should talk to your particular tax professional to find out how long you will need to be at the appointment and then set aside at least this much time to talk with the professional. This ensures that you are able to ask any questions that you would like during the process and that your tax professional will have all the information that they need to complete the return.
Work With Someone You Trust
When it comes to your taxes, you should make sure that you are working with someone you can trust. There are many tax professionals out there, but not all of them have the experience or the know-how to get the job done right. You need to take the time to look up the experience of the person you would like to work with and determine if they are going to meet your needs. Even if the professional is able to work on your taxes, it does not make much sense to work with someone who is used to big businesses if you are just filling out an individual tax return.
The professionals at Donna J. Jackson and Associates are here to help. We have the experience that is needed to make your tax return filing as painless as possible. We can go over your personal return, or even work on your business return if self-employed, and help you to get the results that you are looking for in no time.
When you are ready to set up your tax appointment, make sure to trust Donna Reed from Donna J. Jackson and Associates, PLLC from Oklahoma City, OK. Reed and her staff have the experience you need to get your taxes done in no time and give you the peace of mind knowing that your taxes were filed by the professionals. Contact them today to set up your appointment.
Donna J. Jackson & Associates, PLLC