Information for Clients

This page provides general information to help you understand how ACT Accurate Tax & Bookkeeping works, what to expect, and how to prepare for your visit or appointment.

What to Bring

Bringing complete and accurate information helps ensure your tax return or bookkeeping work is completed efficiently.

  • Photo ID
  • Previous year's tax return (if available)
  • Income documents (W-2s, 1099s, farm or business records)
  • Expense records and receipts
  • Any IRS or state notices received

Appointments & Communication

Appointments are encouraged to allow adequate time for review and discussion. Questions are welcome, and information will be explained clearly so you understand your situation.

Accuracy & Client Responsibility

ACT Accurate Tax & Bookkeeping prepares returns and records based on information provided by clients. Clients are responsible for the completeness and accuracy of the information submitted.

Use of Website Tools

Any calculators or informational tools on this website are intended for general guidance only. Results are estimates and may not reflect actual tax liability or outcomes.

Important Notice Information on this website does not constitute tax, legal, or financial advice. A professional relationship is established only after direct communication and agreement with ACT Accurate Tax & Bookkeeping.

Office Location & Contact

ACT Accurate Tax & Bookkeeping is located in Milbank, South Dakota and proudly serves individuals, businesses, and farms in the surrounding communities.

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