In most cases, no. For clients who anticipate having all their documents by the April deadline, please wait and bring them all at once. Working with incomplete information means more time spent on returns and a greater potential for errors. When we receive your complete information together, we are able to work on your return more efficiently and effectively. For clients who anticipate needing to extend their return, we can use key numbers from your tax documents to determine if you need to make a payment with your extension. In this case, it would be appropriate to submit partial information so that we can perform this analysis.
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