Choosing a Tax Preparer

Many people choose to hire a professional to prepare their tax returns. Even if a professional prepares your return, you are still legally responsible for the accuracy of what is reported. It's very important to choose your tax preparer carefully. Here are some tips that you should look for when making your decision. 

   Check the preparer's qualifications: Be sure to ask the preparer if they attend continuing education classes, and if they are affiliated with a professional organization.

   Check on the preparer's history: Check to see if he/she has a questionable history with the Better Business Bureau. Go to the IRS Office of Enrollment and check to see if they have any disciplinary actions and/or licensure status.

    Service Fees: Be sure to avoid preparers who base their fee on a percentage of your refund, or those who claim they can get you a larger refund than other preparers. Also, be sure that any refund due is sent to you or deposited into an account in your name. Under no circumstances should all or part of your refund be directly deposited into a preparer's bank account. 

    Accessibility: Make sure that you will be able to contact the tax preparer after your return has been filed, even after the April due date.

   Documentation: Reputable preparers will ask to see your records and receipts and will ask multiple questions to determine accuracy in income and deductions. Do not use a preparer who will is willing to electronically file your return before you receive your W2. The IRS does not allow tax preparation based on your last pay check stub.

   Blank Returns: NEVER sign a blank return. Review your return, and ask questions as you are legally responsible for what is reported.

   Copies: Be sure to always receive a copy of the return before it is filed. If you do not receive a copy be sure to request one.