Home > Tax Prep > Client Reports/Important Info > Client Letters: Filing Season Tax Tips for Individuals

CLIENT LETTER

Filing Season Tax Tips for Individuals

Dear Client,

Whlie tax filing is only months away, it always seems to be here before you know it. Here are a few tax tips to make the tax filing process run smoother than ever this year.

1. Start gathering your tax information or forms you'll need when filing your taxes: receipts, canceled checks and other documents that support an item of income or a deduction you're taking on your return. (Bank interest, mortgage interest statements, real estate taxes, charities, etc.)

2. Be on the lookout: W-2s and 1099s will be coming soon from your employer; you'll need these to file your tax return.

3. Consider Direct Deposit. If you elect to have your refund directly deposited into your bank account, you'll receive it faster than waiting for a paper check. Be prepared to provide our office with your bank's routing number and account number.

4. Review! Review! Review! Don't rush through the organizer. It is a valuable tool to help us help you report all of your income and claim the tax deductions you are entitled to. We all make mistakes when we rush. Mistakes will slow down the processing of your return. Be sure to double-check all the Social Security Numbers and provide as much information as possible with the supporting documentation. Update us with a good home and cell phone number, a good mailing address as well as e-mail address.

5. If you were married or divorced recently, there are a couple of things you'll want to do to avoid problems with your tax return.

1. If you took your spouse's last name or if both spouses hyphenate their last names, let us know. When newlyweds file a tax return using their new last names, IRS computers can't match the new name with their Social Security Number.

2. If you were recently divorced and changed back to your previous last name, you'll also need to notify the SSA of this name change.

If you are recently married, divorced, separated or widowed, we can discuss which filing status applies to you. It's important you choose your correct filing status as it determines your standard deduction, the amount of tax you owe and ultimately, any refund owed to you.

We can answer all your tax questions and would like to remind you to schedule your appointment. Other options are to: mail your information to the office, e-mail or you could fax over your information.

Sincerely yours,

R.L.K. Inc.