Next, I organize the information and enter it into the tax preparation software I'm using. I've found that being methodical and double-checking the numbers as I go along reduces the likelihood of errors.
Once all the data is entered, I review the tax return for accuracy and completeness. This is a crucial step because even small mistakes can have significant consequences for the client. I like to think of this stage as a final quality check before submission.
Finally, I discuss the completed tax return with the client – I make sure they understand their tax liability or refund and answer any questions they might have. I believe that clear communication is vital in building trust with clients and ensuring their satisfaction with my services.