I have Friday's off.
I have a coupon organizer. I am a tax preparer. I can do your taxes. I shop once a month.
I would like you to do my taxes. I can help you with that! I'm free this Friday if you would like to meet then. That would be great. What all do I need to bring? I have W-2's, some 1099-INTs, my student loan interest deduction, and my AGI from last year. Is there anything else you will need? I will need you to bring all those and any other documentations you might have from this list: social security documents; tax forms for trusts, partnerships, etc; any tax deduction records, and expense receipts.  Ok, I will get it all together. I also have our mortgage interest form but we always take the standard deduction. We never seem to pay enough in interest or medical bills to itemize.  Okay perfect! I can definitely help you with taxes once you get here and explain how to organize everything for the best return. I can also help explain ways to help you lead to itemizing your mortgage. That sounds good. I have heard if we make some sort of retirement contribution it could help, but I really don't know enough about it. My employer doesn't offer a 401(k) plan, but someone told me about a Roth IRA. Can you help advise on that as well? Yes! I can teach you what I know and help lead you in the right direction. That would be incredibly helpful to me. I know there are tons of articles online about it, but I just don't understand all of that financial mumbo jumbo vocabulary. Ahhhh yes I was once that way too. All the words can have complex meanings. Don't worry I'll explain as best as I can. I will see you on Friday! I am looking forward to it. It will be great to be a bit more knowledgeable about my finances and what could help improve the tax situation.