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What to Bring to your Tax Appointment
A new year means New Year’s resolutions, cold weather, and tax returns! It’s a good idea to check this item off your to do list as early as possible, so make your appointment with your tax advisor today. Here's a handy checklist of the documents you’ll want to bring to your appointment. Copies of Prior Year Returns If you are a new client, please bring copies of your federal and state income tax returns for the last three years. Personal & Dependent Information Birth dates and Social S...
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Tax Preparers in California: Know the Difference!
As reported on Business Wire: :.--(BUSINESS WIRE)---"California is one of the few states that require paid tax preparers to be licensed or registered. Each professional has varying levels of skills and not all of them necessarily deal with preparing tax returns." So which tax preparer is right for you? *Attorney-* Any attorney, not just a tax attorney, can prepare your tax return; however, most attorneys only handle legal issues regarding your taxes. An attorney has unlimited representation r...
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