- 1). Use professional tax software, fully updated using the software’s update features, to fill out your taxes for the year. Follow the instructions for inputting your tax information precisely to make certain you include everything necessary to catch the tax deductions to which you’re entitled.
- 2). Run the inputted information through the software without selecting the filing option. Answer any pop-up questions seeking additional information as the software runs.
- 3). Examine the results for any tax breaks of which you were unaware. The software should have applied any tax breaks in the tax code that you were entitled to receiving, but there is still a possibility of having missed something. Print out the tax forms created by the program after completion, but do not file your taxes based on these forms.
- 4). Gather your support documents and the printed forms. Make an appointment with a tax specialist. If filing business taxes, choose someone specializing in your industry or business segment. The narrower the specialization, the more likely the specialist will have information concerning widely forgotten deductions in your area.
- 5). Meet with the specialist and have him go over your documentation, including the tax forms. Answer any questions he may have concerning your income and then wait for him to determine if you’ve missed any tax breaks. Make any changes to your tax forms suggested by the specialist to receive any missed deductions. File the forms with the IRS by following the mailing information listed on the forms.