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.

Review the PDF of the 1040 first, then listen to how I might review it--we all develop our own flow, but we do need to make sure we review the return and the client understands what they are signing and that they agree it is correct.

This a recording of me explaining the Monroe return to the client

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Simple return (W2s and Interest) *Most Common

Adams     Completed 1040     How I review return with client (video)

​Butler      Completed  1040      How I review return with client (video)

Schedule C-Self Employment--visit Self-employment training page to learn more about these types of returns

Marge Simpson--    Completed 1040             Review with Client 
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John DOE Sr --Uber/Lyft Driver   Completed 1040              Review with Client

Betty Andrews--    Completed 1040    Review with Client

Clients with Capital Gains-visit Capital Gains training page to learn more about these types of returns
The Jones'            Jones 1040                Review of Return with client

The Kanters 2022      Kanters 1040       Review of Return with client

George Davis   ​Davis 1040    Review the return with client

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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, accurate, AND COMPLETE because you are the one who is ultimately responsible for your return, NOT ME. If you agree, sign here and I can e-file your return for you'" 

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Extra Resources to share with your client

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