With tax season in full swing, we want to make submitting your documents as seamless as possible. Here are some key tips and best practices for sending us your tax information:
1. Submit Everything You Have Available
Minimizing back-and-forth communication helps us process your return more efficiently. Before sending documents, check to make sure you have all necessary forms, receipts, and statements ready to go. But it’s also OK if you’re missing something. Send us everything you have available two weeks before your appointment and we’ll make note of anything that is still waiting to come in.
