Three Ways to Make Your CPA Happy

KALAMAZOO, Mich. - April 12, 2016 - PRLog -- The odds of being on the top of your CPA's to-do list could depend on how easy you make his or her job. So it pays to be prepared.

This video discusses the following tips to help you (and your CPA) enjoy a smoother journey to the tax deadline:

1. Get organized - To make your appointment more productive, make sure you have in one place all your W-2 forms, other tax related records and any written communication from a charity that details the amount of your contribution.

2. Use Online Account Access to download and share your tax forms - The process is secure, easy, fast and efficient.

3. Don't wait until the last minute - Make sure your CPA has ample time to answer your questions and that you can schedule a follow-up appointment sooner rather than later, if necessary.

For more ways to make sense of tax time, check out our Tax Resources and talk to your financial advisor on how you can stay tax-smart all year long.

Important Information:
Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.