Henriquez Accounting Editorial Team

For rental-property tax preparation, identify each property's income, costs and ownership history. An organized record set makes the tax questions clearer; the actual treatment depends on the activity, year and applicable rules. 1) Gather the underlying rental...

These tax tips cover records and questions to review with your adviser. Organize supporting documents, identify deadlines and assess each proposed treatment under the applicable rules. Recordkeeping and planning do not guarantee a deduction, lower tax or a particular...

An Enrolled Agent has broad representation rights before the IRS. Use this checklist to organize documents for a tax appointment, then confirm the assigned practitioner, required records, fees and engagement scope. Tax preparation does not guarantee deductions, a...

A tax review considers federal rules, state requirements and the credits or deductions relevant to your circumstances. Review the rules that apply to your tax year and circumstances, and agree the scope of any professional assistance. 1) Proactive Monitoring of Tax...

For St. Petersburg businesses, review federal rules and Florida requirements for the relevant year and activities. These seven topics can help organize questions for an adviser. Confirm the services included, records needed and review schedule; professional assistance...

Use this checklist to compare tax providers for your St. Petersburg business or household. Begin with the returns, records and questions involved, then ask who will perform the work and how it will be reviewed. Location and reviews are useful context, but confirm...

Tax updates need review for the applicable year, activity and taxpayer. These seven topics can help Sarasota businesses ask how a provider identifies changes and applies them to agreed work. Confirm the monitoring and review services included in the engagement; no...

Choose tax help by matching the work to the provider's current credential, relevant experience and written engagement. For bookkeeping or management reports, identify the tasks and deliverables rather than assuming they follow automatically from a credential. 1) List...