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Pergolas and Paula, LLC Certified Public Accountants 2023 YearEnd Business Questionnaire for CLIENT NAME: ___ Please make sure you have the following items with you at your scheduled appointment:
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Gather all necessary documents such as W-2 forms, receipts, and other financial records.
02
Determine your filing status and gather any dependent information if applicable.
03
Review the tax forms and instructions provided by the IRS or tax preparation software.
04
Fill out the forms accurately and completely, including details on income, deductions, and credits.
05
Double-check your work for any errors or missing information before submitting.
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Submit the completed forms to the IRS by the deadline, either electronically or by mail.

Who needs terms of tax preparation?

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Individuals who are required to file taxes based on their income level and filing status.
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Business owners who need to report their company's financial information to the IRS.
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Self-employed individuals who need to calculate and pay estimated quarterly taxes.
04
Anyone looking to claim deductions or credits on their tax return.
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Tax preparation refers to the process of preparing tax returns, often including the gathering of necessary documents, determining tax obligations, and submitting the tax forms to the relevant authority.
Generally, individuals and businesses that earn above a certain income threshold, hold specific types of income, or meet other criteria established by tax authorities are required to file tax returns.
To fill out tax preparation forms, gather necessary documents such as W-2s, 1099s, and receipts. Use the IRS forms or tax software to input income and deductions, and follow the instructions provided for accurate completion.
The purpose of tax preparation is to accurately report an individual's or business's financial income to tax authorities, ensure compliance with tax laws, and calculate any taxes owed or refunds due.
Information typically reported includes personal identification details, total income, deductions, credits, and other relevant financial information according to the tax forms being filled out.
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