This is a guide that can help individuals prepare for and file tax returns. It helps an
individual plan for and prepare the proper documentation required for tax returns. This
guide includes information about whether an attorney is needed, how to find a reputable
attorney, and includes a frequently asked questions section. In addition, this guide
provides information about standardized deductions and itemized deductions. This
guide can be used by individuals that want more information about how to plan and
prepare for tax returns.
Table Contents
How to use this guide:......................................................................................................... 3
Do I need a lawyer? ............................................................................................................ 3
How do I find a reputable lawyer? ...................................................................................... 3
Do I need an accountant? .................................................................................................... 4
How do I find a good accountant? ...................................................................................... 4
Frequently Asked Questions ............................................................................................... 5
Advantages and Disadvantages to Tax Planning and Preparation: ................................... 11
Steps to Tax Planning and Preparation ............................................................................. 12
Disclaimer ......................................................................................................................... 13
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TAX GUIDE FOR INDIVIDUALS
How to use this guide:
Planning and preparing taxes is usually perceived as one of life’s more unpleasant
experiences. Navigating through the complexities of tax law is can be frustrating. With a
little tax planning, you can save money and reduce the stress usually associated with tax
time. This guide will walk the reader through some of the basics of tax planning and
preparation. It will also answer some frequently asked questions. This guide is not a
substitute for legal advice. Should you have any questions you should contact a lawyer
and/or an accountant.
Do I need a lawyer?
In general, you do not need a lawyer to plan for, or prepare your taxes. If you have a
complex set of circumstances however, you may need to seek the advice of counsel. If
you have any questions regarding your tax situation it is always wise to seek the
professional advice of either a lawyer or accountant.
How do I find a reputable lawyer?
The law is a huge field and each subject is fairly vast, so find a lawyer who is well versed
in tax law. There are many resources available to find counsel in your area by through
the phone boo