Putting together a tax preparer checklist for clients can also help you verify that you have everything […] The post Tax Prep Checklist for Tax Preparers appeared first on SmartReads by SmartAsset.

A checklist for financial advisors on year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more.

A checklist for financial advisors on year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more.

Fighting the new tax grab More from this feature Tax checklist for clients, 2012 ...

Set clients’ expectations for working with a new preparer. “The accountant may recommend an extension in order to have extra time to understand the client’s tax situation.

The American Institute of CPAs is providing a checklist developed by leading CPA financial planners to help accountants identify financial planning opportunities during tax season.

The IRS expanded Form 8867, Paid Preparer’s Due Diligence Checklist, for 2018 individual income tax returns to include questions for both head-of-household filing status and the credit for other ...