Who this is for
Drivers preparing a return, changing platforms, working a side gig or getting organized for their first tax season.
What a useful engagement covers
Map the work you did
Identify the platforms, tax years and other income your preparer needs to understand. A side gig belongs in the conversation alongside your regular job.
Bring the records together
Use a practical checklist for platform statements, tax forms, business records and prior-year information. Mark what is ready and what still needs attention.
Review the scope before starting
Confirm who will prepare the return, which years and jurisdictions are included, what the fee covers and how questions will be handled.
Questions worth asking
- Does the quoted scope include my other income?
- Which federal and state returns are included?
- How will I review the return and authorize any filing?