When choosing a Tax Preparer there are many elements you need to think about as a taxpayer in preparing your taxes to file a return.

Tips for Selecting A Tax Professional

Choosing the right accountant or CPA should be done carefully. As a taxpayer you are responsible for putting together all your income documents and adjustments for your income tax return.


Review Qualifications

One of the first things you should look at are your accountant or CPA’s qualifications. There are many places you can go such as the Better Business Bureau. Be sure to check the license status for credentials as well as for any disciplinary actions. Did you know that you can reach out to the State Board of Accountancy regarding CPA’s good standing history?


Inquire About Service Fees

Another element to choosing the right tax professional is inquiring about the service fees amount. Accountants or CPA’s that base a fee on a percentage for your refund or claim to get larger refunds than competitors is something to watch out for.
Additionally, make sure to electronically file your taxes for direct deposit so that you can get your refunds back sooner from the IRS.

With that, you always want to make sure your Accountant or CPA is available to do your taxes. Do not wait until the last week to file your taxes such as the week of April 17th. However, this year there is an extension till July. A great account or CPA will ask to see a taxpayer’s information including all records and receipts. It is important and good that they ask you your total income, all possible credits, as well as all tax deduction questions.


Review Your Accountant or CPA’s Work

Likewise, be sure to never sign a blank return. Never use an accountant or CPA who ask you to sign a blank tax form. With all of this, always be sure to review everything before signing. It is perfectly normal and understandable for you to ask questions regarding parts you’re not fully understanding. Never have your return go to your account or CPA’s bank account.

Furthermore, always review all of your routing in bank account number information that is on your return documentation. At the end you should get a copy of your completed tax return.

Be sure to sign and have included the preparer’s tax identification number. Paid accountants and CPAs should sign and include there prepare tax Identification number. If you ever feel like you’re being bullied or receiving in abusive tax preparation, reach out to the IRS. Where generally accountants and CPA’s are honest providing excellent service for clients, there are some bad apples. You can use complaint Form 14157 as well as Form 14157-A if you suspect an accountant for filer changed any of your return without your consent.

If you still have questions or need advice Contact Us today!

Platinum Accounting