EXPLORE THE PRACTICE
Individual Tax Services
Explore how a tax-preparation conversation begins and what questions to ask.
The conversation starts here.
The general service needed, preparation process and the proposed scope.
In an operating practice, a professional would explain whether this service fits the individual situation and define the appropriate scope. This fictional page shows how information can help a visitor prepare.
Questions worth bringing.
- How do I verify the preparer’s qualifications?
- What is included in the proposed service and fee?
- How should records be provided securely?
Explore the process.
Understand the starting point
Discuss the broad service needed, existing workflow and questions before sharing financial records.
Agree on the work
Define services, deliverables, responsibilities, timing and fees in an engagement agreement.
Create a useful rhythm
Establish appropriate secure information exchange, review points and a clear communication process.
A fictional CPA practice. No accounting, tax, investment or financial advice is offered. No return is prepared or filed. Do not enter tax returns, Social Security numbers, account numbers or financial documents. A real engagement requires an appropriately qualified professional and agreed scope.
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