“6 Things Tax Preparers Wish You Would Do"

Financial Horizons: Insights for Building Wealth and Securing Your Legacy

By Dr. Jose G. Cardenas, Chief Tax Strategist at The C & R Group, LLC

Every tax season, preparers around the country gear up to help clients navigate the complexities of filing. But behind the scenes, there are a few things tax professionals wish more clients would do — not just to make their jobs easier, but to help you get the best possible outcome.

If you want to make the most of your tax prep experience (and reduce stress for everyone involved), here are six must-dos your tax preparer hopes you’ll follow.

1. Gather Your Tax Documents Early

Time is money — and tax planning is all about timing. Don’t wait until the last minute to gather W‑2s, 1099s, business receipts, investment statements, or other forms. Early organization gives your preparer time to spot errors, find savings, and prepare thoroughly.

Pro tip: Create a tax folder (physical or digital) to store documents throughout the year.

2. Don’t Bring a Box of Receipts

Your preparer wants to help you — not sort through shoeboxes of old receipts. Instead, categorize and total your expenses. Whether it's spreadsheets or accounting software, organizing your records upfront saves time and helps ensure no deductions are missed.

3. Have All the Right Paperwork Ready

Missing forms are one of the biggest causes of delays and errors. Before your appointment, double-check that you have:

• Personal ID and SSN
• Prior-year tax return
• Income documents (W‑2s, 1099s, etc.)
• Deduction support (medical bills, donations, business expenses)

Think of your tax appointment like a job interview — come prepared.

4. Communicate Regularly with Your Tax Preparer

Tax planning is a year-round effort. Don’t wait until tax season to ask questions or raise concerns. Big life changes — like getting married, having a baby, buying a house, or starting a business — should be shared with your preparer as they happen.

5. Talk to Your Tax Preparer Before Signing Contracts

Before signing new business agreements, real estate documents, or investment contracts, consult your tax pro. They can help you understand tax implications and structure deals in your favor.

6. Let Them Know If You Hear from the IRS

If you receive a letter from the IRS or state tax agency, don’t panic — and don’t ignore it. Notify your preparer immediately. Quick action can often resolve issues before they escalate.

Final Thoughts

Your tax preparer is a key partner in building your financial future. By staying proactive, organized, and communicative, you not only make their job easier — you help yourself save money, avoid penalties, and plan with clarity.

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About the Author

Dr. Jose G. Cardenas is a retired U.S. Army Finance Officer and the Chief Tax Strategist at The C & R Group, LLC. With a Doctorate in Business Administration and over 20 years of experience in financial strategy, tax planning and life insurance, Dr. Cardenas helps individuals and business owners protect their wealth and build legacy. Learn more at www.thecrgroupllc.com

📌 Disclosure: This article is for educational and informational purposes only and is not intended to serve as personalized legal, tax or investment advice. Dr. Jose G. Cardenas provides tax advisory services through The C & R Group, LLC. Insurance strategies, including Indexed Universal Life (IUL) and annuity products, may be offered through his role as a licensed financial professional affiliated with Experior Financial Group.

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