When tax season rolls around, most people think of it with loathing. They know that they are going to need to find an accountant that they can take their taxes to, and they want to make sure that they find a good one. Thankfully, most certified public accountants (CPAs) are ready and willing to help you out with your taxes. The key to making tax season a pleasant time is to prepare ahead of time for all that is going to take place. This article will discuss 3 tips for taking your taxes into a CPA.
1. Find An Accountant That Specializes In Your Specific Needs
Whether you are filing taxes as an individual with a regular job, a small business owner, or a college student with a part time job, there is an accountant out there that can help you with your specific needs. If you own a small business, you can find an accountant to work with you throughout the year so that you are not paying a lump sum of taxes once per year. If you are filing regular taxes, you can likely go to almost any accountant in your area, and they will be able to meet your basic tax needs. Lastly, if you are a college student or someone else that makes a very small income each year, you can often have your taxes done by an accounting student for free or for a discounted price.
2. Take Them In As Early As Possible
Since accountants can become overbooked very quickly, it is important that you get a jump on getting into see one. Before tax season ever rolls around, start doing your research and choose a few different accountants that you really like. Call them and see which ones have openings at the times that you need. This can reduce a huge amount of stress when tax season rolls around because you know that your taxes will get done on time by an accountant that you have handpicked.
3. Bring All Of Your Necessary Documents The First Time
When you go into the accountant you will need to bring in a variety of different documents. Since these documents can differ depending on what type of job you have, if you are married filing jointly, the number of dependents that you have, etc., you will want to ask your accountant exactly what you will need to bring in. Generally speaking, you will need to bring in your W-2s, charity donation receipts, social security cards, etc. You may also need to bring in receipts or other expense forms if you are self employed.