Tax preparation and planning can help taxpayers organize information, understand obligations and evaluate choices under the rules for the relevant year. Their value depends on the records, the situation and the work agreed with the professional.
Table of Contents
1) Organize complete records for preparation
Gather income statements, expense records, prior returns and supporting documents. Identify missing or inconsistent information before filing. Keep copies of the return and any filing confirmations you receive.
2) Separate preparation from planning
A return reports a particular period. Planning considers choices and payment needs under the applicable rules and deadlines. Changes in income, family circumstances or business activity may justify a discussion.
3) Choose help for the actual need
Verify qualifications and relevant experience. Confirm the included work, fees, review process and communication arrangements. Provide notices promptly and keep their deadlines visible.
Additional tax and recordkeeping considerations
Tax preparation reports the required tax period using the taxpayer's records and applicable rules. Planning evaluates eligible choices, elections and payment needs for current or future periods. The return's tax year may differ from its preparation or publication year, and planning does not guarantee a particular outcome.
With proper authorization, notice support may include responses and requests for penalty relief or an installment agreement. Eligibility and approval depend on the agency's rules and taxpayer facts; a request does not guarantee relief or an approved agreement.
Credit capture
Evaluate education, business and energy provisions for the specific tax year and transaction. Do not assume residential credits under Form 5695 remain available for new 2026 property or expenditures; their 2025 termination rules and any permitted carryforward require separate review.
Confirm credentials and 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 prepare and review the return and how questions or missing records will be handled.
Related services and resources
Tax preparation · IRS letters · Bookkeeping · Controller and CFO services · Personal Taxes · Business Taxes · Resources · EA vs CPA Guide
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What an Enrolled Agent does · Choosing and scoping tax services
Discuss the work you need
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.