Certified Public Accountants (CPAs) are incredibly busy during tax season. Their time is precious, even more so this year with the passage of the Tax Cuts and Jobs Act. That makes it even more important for you to prepare for your allotted tax preparation time.
Your CPA needs the following four categories of information to prepare your taxes properly. Make sure to bring all the necessary forms and receipts and organize them so that they may be found quickly.
You may also need to provide information on payment or refund methods. If you intend to use electronic payment methods, you will need information such as your account number and the bank's routing number. That is not necessarily the number printed on your check verify the correct information with your bank.
With proper preparation, nothing will go wasted during your tax preparation trip to the CPA none of your time, your CPA's time, or your money. Find a CPA or tax professional in your area using the MoneyTips search function.
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Originally Posted at: https://www.moneytips.com/preparing-for-your-annual-tax-meeting
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