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Personal Finance (Not Investing) • Does your tax preparer provide you with a summary?

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My long-time tax preparer retired last year so I hired a new person this year. The previous preparer always provided a useful summary document showing our effective tax rate, comparisons to previous years and other details. It’s all information I could figure out myself but it was helpful to see it all on one page This year the returns were prepared and filed quickly but I received no communication from the preparer aside from confirmation the returns were filed. The fee was about the same for both preparers.

If you hire someone to do your taxes, do you receive any supplementary information upon completion?

Statistics: Posted by neowiser — Sat Mar 02, 2024 11:48 pm — Replies 5 — Views 433



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