Ill number 4: Tax statements such as W-2 forms that are given to the tax preparer by the customer that are not returned, as though they are being held in lieu of payment. In some cases, customers possess 3 or 4 copies of their W2 forms and give all of the copies to the preparer, leaving themselves without a copy.
Remedy: Do not give the tax preparer all of your copies of your W2 or 1099 forms. They only need one to get the job done. In addition, never give your only copy of any tax related document that you possess. Make a copy first, then give them the copy while you keep the original.
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