You sent your tax paperwork to your accountant weeks ago. The tax filing deadline is almost here. You contact your accountant to find out if your taxes are done yet. They tell you they are planning to file an extension because they can’t get your return done on time. Arrrgh! You go ballistic!
That happened to me once. I wasn’t happy. But, eventually, I came to realize that I could have helped expedite the completion of my tax returns by doing a few simple things for my tax preparer. So, here are some tips for you that will help your accountant get your taxes done ASAP.
- Fill out your tax organizer! The organizer contains all the standard questions we ask clients (e.g. contact info, bank account information, healthcare coverage) and eliminates a lot of back and forth in terms of the administrative side of tax preparation. The more complete the organizer, the faster our service becomes.
- Make sure all the scans/uploads of your tax documents are LEGIBLE. If you can’t read the information in your scans, we can’t either. Take a couple of minutes to double check that all the pages you send us are legible.
- Let us know how you prefer to be contacted. You can fill this information out on your organizer OR just shoot us a quick email or text to tell us the best way to contact you. It’s our assumption that email is the best way to get in touch with most people; but if you prefer that we call, text, or contact you through social media, we are more than happy to do that. Just let us know so we don’t waste your time or ours!
Remember, here at Team Holly CPA we want you to be happy with our service. We strive to complete your tax returns fast and accurately. If you haven’t yet received your tax organizer, ASK US FOR IT. If you need help uploading your files, let us know. We are on your side, trying to save you money every step of the way.
Do you have other suggestions for getting your tax returns done ASAP? Let us know in the comments below.