As a CPA firm in Wilmington, NC we have seen a lot of the mistakes that people can make before they get professional help. Here are some things to watch out for:
1. Not Filing on Time
· Individual Tax Return: 4/15 or 10/15 if you file an extension
· Partnership: 4/15 or 9/15 if you file an extension
· S-Corporation: 3/15 or 9/15 if you file an extension
2. Missing or Incorrect Information
· Social Security numbers
· correct spelling of names
· life changes (marriage, divorce, children, purchase a home, etc.)
3. Math Errors
4. Falling Behind on Latest Tax News
5. Missing Tax Breaks/Deductions
· Child Tax Credit, Dependent Care Credit, Charitable Donations, Tuition Credits, etc.
· Make sure you are using information from the correct tax year.
6. Filing With Wrong Status
· Married (Filing jointly or separately)
· Single
· Head of Household
7. Direct Deposit and Bank Account Information
8. Forgetting to Sign and Date Forms
9. Ignoring IRS/DOR Correspondence/Tax Documents
· Notices
· Tax Forms
10. NOT FILING AT ALL