tax

3 rules for asking great tax-return questions

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preserve your sanity, amaze your clients.question marks

by frank stitely

asking clients great questions is central to ruthlessly efficient workflow management (r.e.w.).

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great client questions can save hundreds of hours of time during tax season and prevent projects from falling behind schedule. here’s an example of questions done badly.

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top 12 tax return preparation errors

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error stampedthe good news: they’re preventable.

by ed mendlowitz
tax season opportunity guide

here are the top 12 tax return preparation errors:

    1. number transposition and spelling errors. this includes income and deduction amounts and client social security numbers, addresses and zip codes. spelling errors should also be avoided – they indicate a lack of attention to what you are doing.
    2. unreported 1099 income. clients frequently leave out 1099s, but the preparer should make sure all 1099 items from last year are accounted for. missing 1099s that were not final for last year should be accounted for.
    3. tax payments. entering incorrect and unpaid amounts can be avoided by requiring the client to provide “proof” of the payments. entering “incorrect” amounts provided by the client is a major cause of tax notices.

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