Source: Donkey Hotey, Flickr.
Preparing your first tax return can feel overwhelming, but it can be empowering and rewarding. Filing your taxes isn’t hard. It just takes patience to make sure you’ve followed all the instructions. Let us ease your first time frights and introduce you to tax filing done the right way.
Just Dig in and Do It
The biggest tip I can offer is to start with the 1040EZ form, and work from there. Form 1040EZ really is easy to fill out. Unfortunately, only single or married people with no dependents can use this form. You can also find out which tax form is right for you, and begin there.
The second biggest tip I can offer is to get smart about your W-2 form and other tax documents. Read what’s in all those boxes, and the labels, and read the back of the W-2 as well. The more you know, the more savvy you will be as a taxpayer. Also, tax documents are the starting point of your tax return, whether you file on paper or use tax software to file your return electronically.
We are here to help you every step of the way. Ask questions and make sure you understand your tax process. Client satisfaction is our number one goal. We consistently strive to meet and manage client expectations.
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How was your first time filing taxes experience? Is there anything you wish you knew then that you know now?