#TaxTips to keep your Tax Preparer happy and enjoy working with you:
1. Check to ensure that your #tax information was complete when sent. If your 1099B shows 6 pages, did you send 6 pages you can read in a PDF?
2. Can you read what you sent or see a clear Jpeg?
3. If you send a PDF, also send the Excel file
4. Be Kind, Prompt, and Friendly. We'll do our best too.
5. Don't send docs via email or text. Not safe/secure.
6. Thanks. We appreciate you.