7 Tips to a Good Appointment


  1. Implement a tax plan that is continuous. Your decision or lack of will affect your tax liability. PLAN AHEAD.
  2. File early. Early filers get speedy refunds, no penalties and get proper attention from the tax preparer.
  3. In order to best help your preparer, only bring those people to your appointment that will help and not distract you or the preparer. Your full attention is needed.
  4. Develop a checklist of needed information to prepare for tax preparation.
  5. In the event you want to file early and have misplaced records, here are some tips for getting the information needed for taxes.
    1. Medical records can be requested from doctor and pharmacy.
    2. Mortgage interest or interest income can be obtained from the lending institution by request or online.
  6. Make sure all dependent information is correct and current. Spouses make sure you change your name to your married name with the social security office.
  7. Be on time for your appointment. It will give you time to relax and have a good presentation of your records and circumstances.

Posted by
Categories: Resources

No comments yet. Be the first!
Leave a Reply

About us

Ernest D. Kelly, LLC is a small, experienced, and dependable accounting firm specializing in accounting systems for small businesses and taxation for Individuals, Partnerships, and Corporations. Consultation, preparation, and representation services are also available. Since the company started in 1980, we have represented over 500 businesses and have served over 5500 individuals in 36 states and overseas...

List of Services

  • -Tax Preparation
  • -Full Payroll
  • -Accounting System Design
  • -Annual State Report
  • -Federal Payroll Tax
  • -Full Book-keeping
  • -Insurance Cost Analysis
  • -Tax Representation
  • -Annual Reporting
  • -Loan Packages
  • -Offer In Compromise

Contact Details

Ernest D. Kelly, LLC
3220 General De Gaulle Dr., Suite 200
New Orleans, LA 70114
United States

Phone: (504) 367-3554
Office: sherill@ernestdkellyllc.com

Find Us

View Larger Map

3220 General De Gaulle Dr., Suite 200