| If you are preparing for your appointment with your | | | | When the CPA or tax advisor is done asking |
| CPA or tax advisor you will want to make sure that | | | | questions the software will automatically total up |
| you get everything recorded and prepared before you | | | | everything and give them the final total that is due to |
| get there. You can get the most out of your tax | | | | you or that you must pay. It will add up and deduct all |
| preparation and receive the best tax incentives by | | | | the necessary deductions that you qualify for. |
| hiring a CPA or tax advisor. | | | | There are new tax deductions to help families |
| You can go to your appointment with a shoe box filled | | | | overcome hard economic times. Do a search online |
| with wrinkled receipts or you can create a system | | | | before your appointment to find out what you may |
| that will help you stay organized throughout the year. | | | | qualify for and be sure to ask your CPA or tax |
| Use a simple and easy way to keep track of your | | | | advisor when you go for your tax appointment. If you |
| taxes. If you use a shoebox place labeled envelopes in | | | | want to know how to get the best tax incentives by |
| the shoe box so you can drop the receipt in the | | | | hiring a CPA or tax advisor then go to your |
| correct envelope. | | | | appointment knowing what you may or may not |
| There are so many different tax incentives that you | | | | qualify for. |
| may qualify for and your CPA or tax advisor knows | | | | If you run your own business you will also want to do |
| them all. The tax incentives can help you save money | | | | some research to find out what you qualify for as a |
| and the CPA or tax advisor knows which ones you | | | | business owner. You may want to speak with an |
| qualify for. They need to know what your occupation | | | | advisor at the beginning of the year to see what |
| is, how many children you have, do you run your own | | | | suggestions they recommend to help you keep your |
| business, and more. They may ask you a series of | | | | business organized and you can come out even or |
| questions when they begin the process of filing your | | | | get back money at tax time. |
| taxes for you. These questions will determine what | | | | CPA or tax advisors are there to help you save |
| tax incentives you qualify for. | | | | money. Sometimes it is not always in your favor and |
| Most CPA or tax advisors use a tax filing software so | | | | you must pay. Other times you will get more money |
| when a client comes in they can pull up the software | | | | then what you expected. Rules change every year |
| and begin filing your taxes. They will ask you questions | | | | and it is hard to predict what you will get back when |
| regarding last years taxes, your occupation, your W2 | | | | you file. There are several sites online that can help |
| information, number of dependents in the household, | | | | you stay organized and prepared for tax season. Do |
| and more. Each question will help them determine what | | | | not wait until the last minute to get your taxes done. |
| you qualify for and what you need to pay or what is | | | | Filing an extension costs even more money and you |
| owed to you. | | | | want to avoid paying out even more than you have to. |