Checklists are handy for so many tasks, like moving, work action items and to-dos around the house. The same holds true for tax preparation. There are many items to consider as you compile your annual tax file, it’s easy to pass a category that might apply to you. This is where our professional tax services come in!
We have a checklist we review with every client at the start of a tax preparation. We sit down with you and ask questions related to each area to ensure we have the most complete picture of your personal or business situation so we can make the best use of deductions that may apply to you.
As we identify the items that will be part of your file, we’ll be able to give you a list of the documentation needed. We will work together to get the pieces together, then you can pass the everything to us and we’ll do the heavy lifting of the tax file. At that point, you can move on from your taxes and let us do the rest.
Once complete, we will provide you with the pages that need to be signed and we will e-file your returns, so there is nothing to mail out! We also provide you with a complete copy of your tax returns and documentation for your records. This is important to keep for tax purposes and also serves as a good place to start your tax prep next year!
Call us at 913.888.9100 for a copy of our checklist or to schedule an appointment today! We look forward to hearing from you soon!
Richard Adams is a graduate of Benedictine College in Atchison, Kansas, with dual majors in Accounting and Business Administration. He is also a graduate of Wentworth Military Academy in Lexington, Missouri.