Email back to the client, by addressing the critical elements listed below.

Identify what additional documents the clients need to provide in order for you to do their taxes.

Identify applicable deductions and credits available for the clients.

Differentiate types of income and expenditures.

Explain how you utilized the IRS website for staying current in the identification and application of appropriate tax codes and laws.

EMAIL FROM CUSTOMER

From: Freida C. Butler To: Jane Doe, Accountant Cc: Daniel B. Butler Date: January 20, 2016 My name is Freida C. Butler, and my husband and I were referred to you by our good friend Jackie Lynn. We would like for you to prepare our tax return this year. My husband works for WJJJ, Inc. and I work at a real estate company, Corbin Realty. I am not considered a subcontractor for them. Many of my friends are contractors for them and receive a 1099, but I do not. I believe I receive a W2—does that sound like the right form? We have three children who live with us. They were each in school at some point this past year. So you need to know which of them were enrolled in school last year or for how long? Will I get any tax breaks for them being in school? We also had income from some investments. We received interest and dividends from a few places. Can you tell me if those are reported on a 1099 form? If so, I may have to request this from my bank. We own our home and paid the typical homeowner’s expenses. What expenses will you need from us relating to our home? Are there any other questions you have for us, such as other deductions we can take? Just curious: this tax "stuff" is so much information to remember. How do you ever stay on top of all of these tax rules? I have always wondered that! Are you the best in the business? I look forward to hearing from you. Please let us know what other information

Answer rating: 100% (QA)

Personal Information Your social security number or tax ID number Your spouses full name and social security number or tax ID number DependentS Information Dates of birth and social security numbers o... View the full answer