Having the necessary documents organized before you meet with your tax preparer can speed up the ﬁling process.
Download this checklist to gather all the information you need to get ready for your tax preparer.
Some items covered are:
- What paperwork you need to show income and expenses
- How to take a home-office deduction
- What car and travel expenses you can deduct
- What financial reports you need, such as a balance sheet or profit and loss statement
- How to deduct health-related expenses
More than 140 million people file taxes in the U.S. each year, and more than half use a professional tax preparer. These consumers are served each year at Liberty Tax locations across the country – and our numbers are growing. Opening a tax franchise doesn’t require tax expertise. Liberty’s proven system provides the tools and makes the tax business a great business opportunity. Since 1997, Liberty Tax has grown to more than 4,300 offices in the United States and Canada. Find out more about the Liberty Tax opportunity at LibertyTaxFranchise.com.
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