The date is approaching fast and we’re making preparations.
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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:
For Businesses/Self-Employed:
✅ Step 2: Organize Your Tax Records
✅ Step 3: Fill Out Your CPA’s Tax Questionnaire
Most CPAs, including Carlsen Partners, provide a brief annual tax questionnaire. It helps:
✅ Step 4: Schedule Your Tax Appointment
Depending on your tax situation, you may choose:
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:
Before signing, make sure to ask questions and understand your return.
✅ Step 6: Pay & File
📅 Year-Round Tips for Next Tax Season
📍 We’re Here to Help
Carlsen Partners – CPA Tax Strategy & Compliance
Rachel Carlsen, CPA
Let us handle the numbers—so you can focus on what matters most.
We love our customers, so feel free to reach out during reular business 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 |
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