From Lenny's Desk
The Sturbridge Taxman's Blog

Clues to help solve your financial and tax puzzles!

Cormier & Rea announce additional office at 483 Summer St, Ste 2000, Arlington, MA

Turbo Tax users and other self preparers take note

I have a fair number of individuals come to me each year who have used Turbo Tax or other computer software for income tax preparation. In far too many cases these people have not been printing or saving copies of their income tax returns. I urge you to take the extra steps and pay an extra fee if necessary to secure a copy of your income tax return. You will need one if applying for certain loans and financial aid.

When a new client comes to me for income tax preparation it is my standard office procedure to review the past three years income tax returns for errors. These years are available to us to make a change if we find an error. But if we do not have copies of what was filed, we cannot check for errors.

I will tell you that the majority of clients that come here with tax returns they have prepared (or a friend has prepared for them) have errors that cost them additional tax.


This message brought to you by: Cormier & Rea, Inc. Sturbridge MA. Providers of Income tax planning and preparation and financial planning. For more information about this or any other issues regarding income tax planning or preparation or financial planning, feel free to contact us. Like Cormier & Rea, Inc. on Facebook for timely updates.