Rachel Carlsen

Rachel CarlsenRachel CarlsenRachel Carlsen
HOME
BUSINESS SERVICES
BOOK AN APPOINTMENT
MEET RACHEL CARLSEN
TAX SERVICES
CASE STUDIES
NONPROFIT COMPLIANCE
INDIVIDUAL TAX ORGANIZER
CORPORATE TAX ORGANIZER
TAX PLANNING

Rachel Carlsen

Rachel CarlsenRachel CarlsenRachel Carlsen
HOME
BUSINESS SERVICES
BOOK AN APPOINTMENT
MEET RACHEL CARLSEN
TAX SERVICES
CASE STUDIES
NONPROFIT COMPLIANCE
INDIVIDUAL TAX ORGANIZER
CORPORATE TAX ORGANIZER
TAX PLANNING
More
  • HOME
  • BUSINESS SERVICES
  • BOOK AN APPOINTMENT
  • MEET RACHEL CARLSEN
  • TAX SERVICES
  • CASE STUDIES
  • NONPROFIT COMPLIANCE
  • INDIVIDUAL TAX ORGANIZER
  • CORPORATE TAX ORGANIZER
  • TAX PLANNING
  • Sign In
  • Create Account

  • Bookings
  • My Account
  • Signed in as:

  • filler@godaddy.com


  • Bookings
  • My Account
  • Sign out


Signed in as:

filler@godaddy.com

  • HOME
  • BUSINESS SERVICES
  • BOOK AN APPOINTMENT
  • MEET RACHEL CARLSEN
  • TAX SERVICES
  • CASE STUDIES
  • NONPROFIT COMPLIANCE
  • INDIVIDUAL TAX ORGANIZER
  • CORPORATE TAX ORGANIZER
  • TAX PLANNING

Account

  • Bookings
  • My Account
  • Sign out

  • Sign In
  • Bookings
  • My Account

It’s almost here!

The date is approaching fast and we’re making preparations.

00

DaysDays

00

HrsHours

00

MinsMinutes

00

SecsSeconds

BOOK A CONSULTATION

Your Tax Preparation Guide

Provided by Your CPA at Carlsen Partners


Welcome! This guide is designed to help you understand the tax preparation process and what you need to do to ensure a smooth, timely, and accurate filing. Whether you’re an individual, self-employed, or a small business owner, the following steps outline how to prepare for tax season.


✅ Step 1: Gather Your Documents


For Individuals:

  • ❒ W-2s from employers
  • ❒ 1099s for contract income, interest, dividends, or other income
  • ❒ 1098 mortgage interest statements
  • ❒ Property tax statements
  • ❒ Charitable donation receipts
  • ❒ Medical expenses (if itemizing)
  • ❒ Childcare expenses and provider info
  • ❒ Education expenses (Form 1098-T, student loan interest)


For Businesses/Self-Employed:

  • ❒ Profit & loss (P&L) statement
  • ❒ Balance sheet
  • ❒ Business expenses (travel, supplies, meals, etc.)
  • ❒ Mileage logs or vehicle expenses
  • ❒ Payroll records (if applicable)
  • ❒ 1099s issued to contractors
  • ❒ Estimated tax payments made


✅ Step 2: Organize Your Tax Records

  • Use folders or digital apps (like a cloud drive) to store records
  • Group items by income, deductions, credits, and other categories
  • Label documents clearly with the relevant tax year


✅ Step 3: Fill Out Your CPA’s Tax Questionnaire

Most CPAs, including Carlsen Partners, provide a brief annual tax questionnaire. It helps:

  • Confirm basic info (address, dependents, bank account)
  • Identify changes (new job, new home, marriage/divorce)
  • Ensure eligible deductions and credits are captured


✅ Step 4: Schedule Your Tax Appointment

Depending on your tax situation, you may choose:

  • A remote meeting (Zoom or phone)
  • A secure client portal upload
  • An in-person meeting

Earlier is always better—especially if you’re expecting a refund or need to make a payment.


✅ Step 5: Understand Your Tax Return

Your CPA will review the return with you and explain:

  • Income and tax calculations
  • Deductions taken
  • Refund or amount due
  • Any planning recommendations for next year

Before signing, make sure to ask questions and understand your return.


✅ Step 6: Pay & File

  • Your CPA will e-file your return with your authorization
  • If you owe taxes: options include check, credit card, or IRS Direct Pay
  • Keep a copy of your filed return for your records



📅 Year-Round Tips for Next Tax Season

  • Keep receipts and records in one place
  • Track estimated payments if self-employed
  • Adjust your W-4 if your refund was too large or too small
  • Note big life changes (marriage, home purchase, kids, job change)
  • Consider tax planning mid-year with your CPA


📍 We’re Here to Help

Carlsen Partners – CPA Tax Strategy & Compliance

Rachel Carlsen, CPA

📧 info@carlsenpartners.biz

🌐 www.carlsenpartners.biz


Let us handle the numbers—so you can focus on what matters most.

Drop us a line!

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

We love our customers, so feel free to reach out during reular business hours.

Rachel Carlsen CPA

Hours

Mon

09:00 am – 05:00 pm

Tue

09:00 am – 05:00 pm

Wed

09:00 am – 05:00 pm

Thu

09:00 am – 05:00 pm

Fri

09:00 am – 05:00 pm

Sat

Closed

Sun

Closed

Copyright © 2022 Rachel Carlsen - All Rights Reserved.

Powered by

  • ABOUT
  • CONTACT
  • TAX SERVICES
  • TEAM
  • TAX PLANNING

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept