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Consumer Reports

How to Get Ready for a Tax Preparer

By Tobie Stanger

Eric Bronnenkant, a certified public accountant and head of the tax department at Betterment, a New York-based online investment company, recommends bringing the last three years’ worth of tax returns. Provide supporting worksheets for those three years, too, if you have them.

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This article originally published January 24th, 2018 on Consumer Reports.