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Tax Prep Questionnaire Please return this questionnaire when you drop off or upload your tax documents for the tax year. **We recommend not bringing in your tax documents until you have received everything**

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How to fill out tax prep services

01

Step 1: Gather all necessary documents such as your W-2 forms, 1099 forms, and any other income statements.

02

Step 2: Organize your deductions and expenses, including receipts and documentation for items such as mortgage interest, medical expenses, and charitable contributions.

03

Step 3: Determine which tax forms you need to fill out based on your specific situation. This may include forms such as the 1040, Schedule A, and Schedule C.

04

Step 4: Use a tax preparation software or hire a tax professional to assist you in filling out the tax forms accurately.

05

Step 5: Review and double-check all the information you have entered to ensure its accuracy.

06

Step 6: Sign and submit your completed tax forms by the deadline, typically April 15th.

07

Step 7: Keep a copy of your tax return and supporting documents for your records.

Who needs tax prep services?

01

Individuals and families who have sources of income that require them to file a tax return. This includes employed individuals, self-employed individuals, and businesses.

02

Anyone who has various deductions, credits, or expenses that can impact their tax liability and would benefit from professional tax advice or assistance.

03

People who are uncertain about the tax laws and regulations and want to ensure they are filing their taxes correctly.

04

Individuals who want to maximize their tax refunds or minimize their tax liabilities by taking advantage of all available tax benefits and deductions.

05

Anyone who prefers to have a professional handle their tax preparation to save time and reduce the risk of errors.

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What is tax prep services?

Tax preparation services are professional services that help individuals and businesses prepare and file their tax returns accurately and efficiently, ensuring compliance with tax laws and regulations.

Who is required to file tax prep services?

Any individual or business that meets the income threshold set by the IRS or other tax authorities is required to file tax preparation services, which typically includes employees, self-employed individuals, and corporations.

How to fill out tax prep services?

To fill out tax prep services, gather all necessary financial documents such as W-2s, 1099s, and other income statements. Use tax preparation software or consult a tax professional to complete the required forms accurately.

What is the purpose of tax prep services?

The purpose of tax prep services is to ensure accurate reporting of income and deductions, maximize potential refunds, minimize tax liabilities, and ensure compliance with tax regulations.

What information must be reported on tax prep services?

Information that must be reported includes total income, deduction claims, tax credits, any applicable taxes withheld, and personal identification information.

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