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2022 Tax Information Questionnaire (To be completed by all tax clients) Name: ___ Address: ___ Email address: ___ *Circle the best way(H)___ (W)___ (Cell)___to contact you*** For Clients Dropping
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Gather all necessary documents such as W-2 forms, 1099 forms, and any receipts for deductions.
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Organize your documents and have a clear understanding of your income, expenses, and any potential deductions or credits.
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Choose the right tax form based on your employment status and financial situation.
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Fill out the form accurately and completely, double-checking all information before submitting it.
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Consider seeking assistance from a tax preparer or accountant if you are unsure about any part of the process.

Who needs what do tax preparers?

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Individuals who are required to file taxes based on their income level.
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Tax preparers help individuals and businesses complete their tax returns accurately and efficiently.
Individuals and businesses who have income that is taxed are required to file tax returns with the help of tax preparers.
Tax preparers gather financial information from individuals and businesses, calculate taxes owed or refunds due, and complete the appropriate tax forms.
The purpose of tax preparers is to ensure that individuals and businesses comply with tax laws and regulations, and to help them maximize tax deductions and credits.
Tax preparers must report income, deductions, credits, and other relevant financial information on tax returns.
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