The Beginners Guide To Resources (Getting Started 101)

How to Choose a Good Tax Preparer

If you choose to hire a paid tax preparer, it is essential that you find an experienced professional. Even if somebody else prepares your return, you are still accountable for the content and for any further payments, penalty and interest that could stem from a mistake.

In your state, tax preparers maynot have to be licensed. However, various tax professionals are licensed and certified, belonging to professional organizations that demand a specific level of education and provide continuous training. Untrained tax preparers may neglect valid deductions and/or credits, which may lead to you paying more tax than you are supposed to. Services are different for every preparer, so you need to find somebody who gives you what you need.

Asking questions is important to make certain you are hiring a professional with the suitable skill level. Here are recommended questions to ask before you decide to choose a tax preparer:

> What type of official tax training do you have?

> Do you possess any professional licenses or designations, for instance, enrolled agent (EA), or accredited tax advisor (ATA)?

> Do you take continuous professional education courses from year to year?

> How long have you worked as a tax preparer?

> Have you ever prepared a tax return that is relevant to my tax situation?

> How much are your charges and how do you decide on your fee?

> Will you be available to assist me when I have problems later on?

> Do you do e-filing?

> Can you and will you represent me before the IRS or the state treasury if needed?

> Can you give me a list of names of your past or current clients whom I can talk to about the quality of your work?

Check with the Better Business Bureau in your area to know if there are or were complaints against the preparer you’re considering.

> If the refund is to be direct deposited, will it end up in my account or yours? Your refund must always go to your account, no questions asked.

Keep away from those who assert they can fetch you more in refunds than other preparer can, those who “promise” this or that result, and those would like you to pay them a certain percentage of of your refund. Pick someone you will be able to reach even after your return has been filed and who is open and receptive to your needs. Consider that e-filed returns are more often than not processed sooner than returns which are mailed. E-filed returns remain subject to assessment, and you have to rely on Treasury when it comes to the processing deadlines, not the preparer.