Define your tax service scope by starting with the questions you need answered. Preparation, planning, amended-return work and IRS representation have different document and authorization requirements. Agree the scope with the responsible practitioner before work begins.
Table of Contents
1) Personal and business return preparation
Provide prior returns, income statements, expense records and ownership information. Identify each taxpayer, entity classification and return year before selecting forms.
2) Planning and payment reviews
Ask whether income projections, estimated-payment discussions or reviews of proposed transactions are included. Eligibility, timing and documentation need to be assessed for the relevant year.
3) Corrections to earlier filings
Bring the filed return and the reason for the correction to the discussion. The procedure depends on the return, entity, period and applicable rules. Ask which amendment or other correction process applies before submitting anything.
4) Keep bookkeeping and tax work coordinated
Agree who supplies reconciled accounting records, who reviews adjustments and which reports are needed for preparation. Confirm software compatibility and responsibilities before setup.
5) Select the practitioner
Check current credentials and relevant experience. Confirm fees, exclusions, records, review steps and communication arrangements in writing.
Additional tax and recordkeeping considerations
Tax preparation reports the required tax period under the applicable rules. Planning evaluates eligible choices, elections and payment requirements for current or future periods. The return tax year can differ from its preparation or publication year; outcomes are not guaranteed.
With appropriate authorization, we can help evaluate notices, prepare responses and request penalty relief or an installment agreement where eligible. Approval depends on the relevant agency's rules and the taxpayer's facts; relief or a payment plan is not guaranteed.
Confirm Credentials and Service Scope
Pedro Henriquez is an Enrolled Agent in the United States and a CPA in the Dominican Republic. His Dominican CPA credential is not a U.S. state CPA license. Confirm the requested work and responsible practitioner in the engagement.
For credential information, review the IRS guide to preparer qualifications. Ask who will perform the work and whether each task is included in the written service scope.
Related services and resources
Personal Tax Preparation · Business Tax Preparation · Tax preparation · IRS Help · IRS notices · Bookkeeping · Controller and CFO services · Get help. · EA vs CPA Guide
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Discuss Your Tax Service Scope
Contact Henriquez Accounting to discuss the records, questions and services needed. Confirm the scope, fees, responsibilities and meeting arrangements before engaging or traveling. Schedule a consultation.