Maybe they pulled some money out of their retirement account or, or maybe they sold a couple of stocks and somehow in their head, they think if I don’t give this to my tax preparer and he does a really good job and submits it, maybe the IRS won’t catch it. I won’t have to pay tax on it. That will never happen and we want to get you the most solid Trust Attorney Las Vegas experience. The IRS has a computer system that matches all of the documents. If you’re getting an IRS standard form from an employer or a stock brokerage, the IRS is getting the same form. The computer matches it up so you’re going to get caught. There isn’t a miss to a, just a matter of when, um, some people come in with that naive attempt at trying to scam or get over the tax repair. If you’re not being honest with your trusted advisor, they’re not going to be able to give you the proper advice. So make sure that you’re giving all of the documents to the tax repair and some people are busy or in a rush and they miss things. If you know you have items, make sure that you’re bringing them.
Yeah, I can’t emphasize that enough because I had the same problem when I’m doing my estate planning. People don’t want to tell me about stuff cause they think, okay, it’s not important or you know, it’s just a small account or for some reason, they don’t quite trust me fully at that point with great Trust Attorney Las Vegas . But the thing is, as professionals, we can’t do our job unless we have all of the information. Um, and so it, it does nothing but hurt you. The client. If you don’t, you know, disclose that information to your attorney, to your CPA, whoever it is, you’re never going to be in trouble for actually disclosing information to those professionals. Um, that way they can make sure they have the full plan. It’s going to be the most beneficial to you and get done what you want to have happened. Okay.
I cannot agree with that more. Um, another point that I like is not reviewing the tax return. I have some people, not many, I try to educate against this. They’ll just come in and there they’ll say, Oh, I know Trevor looked at this. It’s good. I’m going to sign the return and turn it in. You should know what’s going on in your tax return. Uh, if you’re, if you owe money, you should know why you owe, what tax stuff’s being used on your return. Even if all you’re looking at is just the generals are the addresses, right? As my name is spelled right with amazing Trust Attorney Las Vegas, there’s a lot of automation that’s done in the input process and a lot of times the tax forms that come in will have multiple addresses. It may not matter on this year’s return, what your address is, but there may be a deduction or an exclusion item that’s going to make you not pay the tax that you want in the future that’s critical on the address that you use.
So make sure you’re, you’re looking over the returns. A lot of people want to rush this part. Oh, I know. I had a CPA. Do it. Look it over. Make sure the general items are there to prepare, can only do his best work of what you’ve given them. So if there’s something that’s missed or changed now that you use Trust Attorney Las Vegas, we have to rely on you to get that to us. We’re gonna ask lots of questions, but make sure you’re doing the due diligence of looking at the return. It’s a, it’s a simple way of catching errors, um, and you don’t want those types of things to come back and bite later.
Yeah. I don’t think, you know, you don’t need to know the tax law in depth. Um, but one of the reasons I like working with Trevor is the education part you need, the only person who can truly affect your tax status is you individually because you’re the one who can decide where to invest your money, where to spend it, where to take these deductions. And then the CPA just helps guide you and say, yes, if you do this, this is what’s going to happen. And the result there, so you need to know broad concepts and you need to take control and it’s like anything else with amazing Trust Attorney Las Vegas. No one’s going to care about it as much as you do. You know, as much as we’d like to think, you know, people like Trevor would care about your tax return and they do a good job. No one’s going to care as much about you know, your tax return as you do. So if you don’t put the effort and review it, um, then you know, you’re putting it in someone else’s hands and you have no one to blame but yourself if there’s an error when it comes down to it.
And one more point on that same thing and he’s kept me more right on that. You are the one that’s responsible. And most CPA firms, or even if you’re using like an H and R block, they’re not going to take responsibility for your tax filing. They’re going to put it together and you’re going to sign on it, but if there’s any tax due or any changes for your Trust Attorney Las Vegas , it all falls back on you. It is fully your responsibility and they aren’t there. It is yours. So it’s key that you’re aware of what’s going on. You have the best chance of effecting it to be positive with some simple review. Awesome. The last item in this personal section, um, I say using a poor service provider again and again after not receiving adequate support. Previously, I’ll have people come in for a free consult. I give it all the time.
Anybody that’s referred in, um, they can sit down and I’ll give them a half-hour to go over tactic terms, strategies.