On October 10, 2023, the IRS published IRS Tax Tip 2023-117. This notice provides helpful information for all taxpayers on how to prepare for your visit to a tax professional. Taxpayers can help to make their visit to a tax professional much easier and have less stress by being prepared. To read the tax tip please visit the IRS website at https://www.irs.gov/newsroom/irs-reminds-extension-filers-to-have-all-their-info-before-visiting-a-tax-professional
If you have additional questions on the types of documents you should bring to your appointment, please reach out to your tax professional. If you do not currently have a tax pro preparing your tax return, please reach out to Burton-Lyman Tax Service. We would be happy to assist you.
