Explain a return and its results to the client. It is good to practice this on your own. View the PDFs of the tax return and then view a video of how I explain it to the client. Practice and build your confidence, it will make it easier for when clients are with you in real life.

PDF of Scenario #1- Simple return (W2s and Interest) *Most Common

PDF of Scenario #2 (Schedule C-Self Employment)

PDF of Scenario #3 (Retirement, Social Security & Capital Gains)

PDF of Scenario #4 (W2s, Education Credit, Marketplace)

Sample Explanation of Scenario #1-Video

Sample Explanation of Scenario #2-Video

Sample Explanation of Scenario #3-Video

Sample Explanation of Scenario #4-Video

Communicating With the Client
The following PDF was created by Prosperity Now and contains tips on reviewing the return with the client.

After I review it with the client I ask if they have any questions, if they don't I say something like: 

 "For me to efile this for you, I have to say 'Under the penalty of perjury, you have reviewed your return and to the best of your knowledge it is true and accurate because you are the one who is ultimately responsible for your return. If you agree, sign here and I can e-file your return for you'" 

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