Personal tax preparation
Define the returns, income sources and records your preparer needs.
Read the guideTell us what’s going on and which state is involved. Someone on the FSI team will review your request and follow up.
Define the returns, income sources and records your preparer needs.
Read the guideConnect the entity return, business records and each owner's filing.
Read the guideIdentify the letter, requested action and response date before deciding what to do.
Read the guide
For tax firms
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The sample shows Lakeshore Sample Tax, a fictional practice. It is not available for tax work.
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