Posted by: Garcia & Cuadra, PA | January 23, 2017

The Best Tax Preparation Services: How to Prepare

Best Tax Preparation Tampa Garcia and Cuadra, P.A.Once the calendar rolls around to a new year, many things must be taken care of. One of the most important of these is filing your taxes come April. Many folks in Tampa choose to do it themselves, but those who want to be assured that they are getting the most bang for their buck consult with the best tax preparation services available. Garcia and Cuadra, your personal Enrolled Agents, are prepared to help you find hidden deductions to maximize your return.

Gather Personal Documents

The first thing you will need to bring with you to your consultation is a few personal documents. These help us fill out the basic information on the necessary forms and will allow us to better understand what forms you need to have filed. For the best tax preparation in Tampa, bring along:

  • Social Security cards and some indication of dates of birth for you, your spouse, and your dependents.
  • Bank account and routing number for a direct deposit refund.
  • A copy of last year’s return would be helpful but is not required if you are unable to locate it.

A pay stub or some form of connection to your Tampa employer and that of your spouse will also help us properly fill out forms. You want to be prepared to make the most of your time, so the best tax preparation is to be prepared for anything! It’s better to bring too much information than too little.

Gather Your Receipts

This is where clients become overwhelmed. Deductions can be found in many places, although many are hesitant because of the gray area they present. Is something considered a legit deduction? If you are audited, will it uphold? Fear not, because, with the best tax preparation in Tampa, you can rest assured knowing that we find and note only 100% legal, legitimate deductions. Deductions can be claimed for the following, so bring proof for your consultation:

  • Education (including student loan interest), child care, and adoption expenses
  • Charitable donations (cash or noncash contributions you make to a qualified nonprofit organization)
  • IRA and 401(k) contributions
  • Mortgage interest and property taxes
  • Health savings accounts and medical expenses

There are many more places where deductions can be found. The best way to find them is to consult with your preparer ahead of time so that you are prepared. You may need to schedule more than one in-person meeting; one where we go over all of your assets and possible deductions, and a second where we actually complete the forms together.

Relax with the Best Tax Preparation Specialists at Garcia and Cuadra

At Garcia and Cuadra, we take care of all of the hard work for you. Many Tampa clients come back to us, year after year, because they know we can find every deduction possible, getting them the biggest return. To prepare for the best tax preparation, follow the guidelines mentioned above, bring as much information as you can, and call Garcia and Cuadra at 813-415-2431.

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