Do You Need A Professional Tax Preparer?
DO YOU NEED A TAX PREPARER?
Most people choose to hire a professional tax preparer for three reasons: speed, accuracy, and accountability. Let’s look more closely at all three … Read More…
Things to Ask Your Tax Preparer Upfront
THINGS TO ASK YOUR TAX PREPARER UPFRONT
There are many questions you should ask a preparer before you agree to hire him or her for tax preparation services. However, many people are so overwhelmed with the mere thought of filing their taxes (or assume that all tax preparation services are alike) that they neglect to act some basic questions up front. Read More…
What Type of Tax-Prep Organizer Are You????
WHAT TYPE OF TAX-PREP ORGANIZER ARE YOU???
Just as everyone organizes their closet differently, so do they also when it comes to organizing their tax documents. And while there are many unique styles, here are the three most common: Read More…
Types of Tax Preparers
TYPES OF TAX PREPARERS
There are essentially three types of preparers: Certified Public Accountants (CPA’s), Enrolled Agents, and general tax preparers. Read More…
Making the Leap from the 1040-EZ to the Regular 1040 Form
THE STANDARD 1040 FORM – YOU’RE A BIG KID NOW, CHARLIE BROWN!
It’s a milestone in most people’s lives – graduating from the 1040-EZ form to the dreaded (and confoundedly confusing!) regular 1040. Read More…
Finance Phobia Quiz
DO YOU SUFFER FROM FINANCE PHOBIA? TAKE OUR QUIZ!
1. Do you routinely access your financial accounts to check your balance?
a) All the time
b) Occasionally as the need arises
c) No – I dread looking at them