Slater Charles

Many people still believe that they can save money by preparing their own income tax returns using tax preparation software. Others consider the process to be so straightforward that it can be handed over to the lowest cost, mass market preparation service. Both of these assumptions are often false.

In the past, the state tax return presented relatively few choices to the taxpayer. Once the initial decision about filing status was made, the return was essentially a process of calculation. Recently, however, the states have provided more choices and opportunities for taxpayers on their returns.

Nearly all personal tax returns can be filed electronically. There are several benefits to this process. It eliminates the uncertainty of mailed-in tax returns. Once e-filed returns are accepted, an acknowledgement is sent by the government authority. This gives you the assurance that your tax return has been received on time.

The online exchange of information has become more and more accepted in society. It's hard to find anyone today who has not made a purchase over the internet. A client portal is simply a mechanism that allows for the exchange of information between the client and the accountant. Think of them as a private website on our website.

One of the most difficult and dreaded tasks is that of organizing one's information for the tax return. It can be time consuming and frustrating to gather the information once a year for taxes. Think how much easier it would be if there were some guide to assist in accomplishing this task. This is what a client organizer can do.