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How To Work With An Accountant

Individuals

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Find out from the accountant what records you need to keep and for how long -- especially back-up receipts and documents.

Determine what's the easiest way for you to keep necessary records. In manila folders? A file drawer? On the computer?

Keep your costs down, and maximize your time with the accountant, by preparing ahead of time. If your receipts are all in a shopping bag, have someone with less than an accountant's expertise organize them for you. This could even be by a friend's high school age child.

If you receive tax notices from the IRS, state or local authorities, talk with your accountant right away so you or she can take whatever steps may be necessary within deadlines.


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