Prep tax clients with these great resources from the IRS

Happy New Year! It’s January 2020. Have you been prepping your clients for the upcoming tax season? Good the news. The IRS has some great resources that you can use to get in front of clients to get them prepped and ready for their tax appointment – and to help you talk to them about the importance of year round tax planning.

Get ready to file

Publication 5349 provides helpful filing information and resources on:

  • Electronic filing options
  • Tax refunds
  • Withholding
  • Estimated tax payments
  • Credits and deductions
  • Data protection

Download it here.

Year-round Tax planning is for everyone

Publication 5349 provides tips on developing habits throughout the year that will help make tax preparation easier. This resource also includes a checklist of items taxpayers should have on hand when filing their tax return. Download it here.

Get a jump on your taxes

Another great resource to get in front of clients is this great, interactive resource: Steps to Take Now to Get a Jump on Next Year’s Taxes. Similar to the above downloadable PDF, this has lots of helpful information on getting ready to file. It covers withholding, refunds, renewing your ITIN, organizing your tax records, and more.