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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.
44 Comments
5/1/2017 04:02:36 pm
A dear friend of mine has been stressing out over their taxes and isn't sure that the have done them correctly. You wrote that you should make sure that the tax professional is available, so that you can get help whenever you need it. Especially with how many concerns my friend has, being able to call them up any time with a question could help give them peace of mind.
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Danielle Lynch
5/2/2017 02:44:27 pm
Absolutely, ultimately the tax payer is responsible for the taxes and without a reliable preparer to guarantee or be of resolution services, that can be stressful. Our office is open year round for all accounting services to ensure that doesn't happen to our clients.
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I never knew how important it is to choose a tax prep service that can use electric filing to prepare your taxes properly with the right documents. My sister needs to file her taxes soon. Hopefully, she can use this info to find a service that can get the maximum refund.
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7/20/2017 03:31:17 pm
Thanks for the tips for choosing a tax preparer. I want to find somebody to help me with my taxes this year, so I can make sure everything gets done right. I like what you said about choosing somebody who will easy to contact and access even after the due date. That way, you can be sure you will have somebody to answer all your questions anytime you have them.
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I like that you mentioned to make sure you choose a preparer that is available after tax season. If I have a tax question anytime of the year, I want to be able to have it answered. I need to find somebody to help me with my taxes this year, so I have been trying to find what to look for. I will be sure to keep this in mind as I search, thanks.
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12/20/2017 08:04:51 pm
I'm glad that you mention choosing a tax preparer that you're able to contact even after the April due date. In order to find one, you'd probably want to research the different options online and check reviews so that you can get their contact information and learn if they're reliable or note. Once you've narrowed down the options with your online search, you'd probably want to call them in order to talk about their tax preparation services and ask any other questions, such as if they're available after April.
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I've been wanting to get a good tax preparation service, and I think that being able to get some service fee information would be good. I'm glad you talked about being able to avoid preparers who base their fee on a percentage. I'm going to have to look for a few options, and see what else we can do!
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1/18/2018 11:00:48 pm
I agree that a good tax service has to check your records and receipts. It would be good to consider this because it would also ensure that they know what they are doing. My brother is looking for a tax service, so he'll have to check their receipts first.
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My sister is busy with the deadlines that she needs to meet with her clients at work and doesn't have time for her taxes. My dad suggested hiring tax preparation services and shared this article with her. It says that the tax preparer should be accessible and available even after the due date.
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4/9/2018 12:45:42 pm
I like your advice to avoid preparers who base their business model on percentages, whether it's that of your return or their take of your return. I've been exceptionally busy this year, and still haven't had time to do my taxes. I think hiring someone would be worth the money this year, just to get it done. Finding someone you can trust is the trick. Thanks!
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4/11/2018 11:18:43 am
I like the tip about checking a preparer's history. I agree that this can help you see what their reputation is with the Better Business Bureau. I'll have to do this when I find someone to help me with my finances. I want to make sure I find the most trustworthy person who is going to do a good job as well.
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4/12/2018 08:02:55 pm
It sure was great when you mentioned that it is best to hire a tax preparer that the person can get a hold of even after the tax preparing month. I will be sure to share this with my brother since he is the one who is planning to hire a tax preparer. I know that it is not a task that can be ignored, so I do think that you were right about having someone he can reach out to whenever needed. Thanks!
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4/19/2018 01:43:12 am
What caught my eye is when you said that a tax preparation company can be checked by looking at both IRS Directory and BBB. My dad is having some problems when it comes to the paperwork of his business, especially those related to taxes. I'll definitely mention this to him so that he can research for a tax preparation company that has a good rating from both IRS Directory and BBB.
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5/8/2018 01:03:53 pm
I've been thinking of hiring someone to help me gather my tax information for this next year. I thought you made a good point how you suggest I should take a look at the preparer's qualifications before hiring them. Do they need to be licensed in order to prepare my taxes for me?
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6/5/2018 04:08:27 am
I'll definitely follow your tip about checking the tax preparer's history with Better Business Bureau. My father-in-law is looking for a tax preparer since he has no time to do it himself and needs to attend to business matters. Knowing that my father-in-law wants a professional in handling his tax, I'll help him find one by checking with BBB.
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7/18/2018 06:44:57 pm
You make a good point when you suggest checking what sort of service fees a tax service requires. Finding someone who will charge a fair price would be really helpful as well. When choosing a tax service for your business, you would probably want to talk with other similar business owners and find out how they get their taxes done.
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7/27/2018 07:15:02 pm
You make a good point when you suggest checking a tax service's qualifications beroe choosing them. Finding out if they attend continuing education classes as part of this is really great advice. My husband and I are looking for a tax service to help get our taxes in order, so we'll have to check their qualifications first.
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7/31/2018 06:30:20 pm
It is helpful to know that a reputable preparer will ask for various types of documentation. Choosing a tax accountant is easier when you know these types of positive traits. As I continue to look for one, I will be sure to check that the tax accountant wants to see these records and receipts.
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8/30/2018 06:46:07 pm
I agree that you need to find a tax service that is accessible. It would be good to consider their qualifications and experience as well in order to know they will do good work. My husband and I are looking for someone to help plan our taxes, so we'll have to make sure we can get ahold of them easily.
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11/8/2018 04:38:12 pm
I like how you mentioned that we should look for a tax preparer that can give me a copy of my return before it is filed. It makes sense that you would want this for reference. I'm not great at taxes, so I'm going to start looking for a service that can help me out this next tax season.
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11/27/2018 12:42:42 pm
I liked what you said about making sure that you will be able to contact the tax preparer after your return has been filed. My friend has been looking for someone to help him with his taxes. I'll be sure to pass this on to him so that he can be sure to stay in contact with the preparer for future help.
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1/9/2019 08:11:49 pm
My dad wants to make sure that the taxes in his business will be filed on time. It was discussed here that when planning to employ tax preparation experts, he should check their history and qualifications. Furthermore, it's recommended to hire professionals for quality tax preparation services.
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3/15/2019 07:33:02 pm
That's good to know that you can check if a tax preparer has any bad reviews on the Better Business Bureau and check their history at the IRS Office of Enrollment. This is helpful since my husband and I just got married last year, so we're trying to figure out how to file our taxes. We'll have to look at preparers in our area and check with the BBB and IRS to make sure we choose one we can trust and can help us.
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4/2/2019 07:27:52 pm
I like how you mention that it's very crucial to give a tax preparer the correct information that they would be plugging into the forms that they would be filling out for you. The reason for this is that when it comes to accuracy of information within the tax forms, it would fall to you, the person filing for these taxes, to explain where and when the items mentioned were acquired. If I had the chance to be able to hire a tax preparer, I would make sure that the one I would hire is qualified and is at the very least a certified public accountant who would be familiar with tax preparation services.
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4/17/2019 11:36:58 am
Thanks for the advice to ask a tax preparer if they are involved in continuing education classes to see if they are up to date on current tax practices. My son is getting a job this year, and I think it would be a good experience for him to work with a tax service next year when tax season rolls around to get experience on how to handle taxes. When I look for a service to work with, I'll be sure to find a service that has the proper education to help us out.
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5/30/2019 11:11:48 am
Thanks for the tip to make sure we can contact the tax preparer after they file our return. My husband and I want to hire a professional service to help prepare our taxes this year. Your tips should be helpful as we start searching for the right tax service.
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6/19/2019 11:16:10 am
Thanks for the advice for picking a tax preparer. It's nice to know that you should find a preparer that you will be able to contact en after the return has been filed.. This seems really important especially if you may have any questions about your return in the coming months.
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6/27/2019 11:35:51 am
Thanks for the suggestion to check the tax preparer's history with the Better Business Bureau and to check with the IRS Office of Enrollment to see if there are any problematic statuses. My cousin recently started a business and is worried about handling finances and tax information correctly. He's looking into hiring a tax preparer but is worried about finding a great one. I'll have to pass along your advice to check with the Better Business Bureau and IRS. Hopefully he can find a great tax preparer in his area!
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9/17/2019 04:08:42 am
Your article has piqued my interest. This is definitely a thinker's article with great content and interesting viewpoints. I agree in part with a lot of this content. Thank you for sharing this informational material.
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10/4/2019 05:22:53 pm
Thanks for your reminder that we shouldn't be signing a blank return and be legally responsible for the things listed on it. It seems that the tax that my husband is paying is incorrect because it is higher than a regular employee. I want to consult an accountant and discuss with her about the possible income tax return that he may get soon, we all have the documentation and I'm more than willing to show it.
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10/9/2019 10:16:21 pm
Thank you for explaining that it's crucial to report taxes accurately. I've never filed taxes before but will need to this year. I'll have to look more into tax services.
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11/8/2019 01:32:40 am
It's so great to know you are a writer that cares about the information you provide. This is smartly done and well-written in my opinion.
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1/6/2020 06:08:53 pm
My wife and I want to hire an accountant to help us with our tax preparation so that we don't miss anything and get in trouble for it. We found it helpful when you mentioned that it is a good idea to find a preparer that can be contacted even after documents have been filed. These tips you shared will help us find the right accountant to work with.
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1/16/2020 03:19:19 pm
My brother told me that he received a tax blank return and he does not know why. I appreciate you saying to never sign one of those. I will tell him to contact a tax professional so that he can get better advice.
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4/19/2020 07:31:05 pm
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4/30/2020 02:52:46 pm
My brother is asking for tips on how to prepare his taxes. I like how you mentioned that you should hire someone that can provide you with assistance at any time. I will recommend him to look for a tax preparation service online so that he does not have to go out of his house.
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5/31/2020 11:51:21 pm
I think it's good that you mentioned that we should never sign a blank return. My sister is currently trying to prepare for her tax returns and she was having a hard time managing all her accounts by herself. I will definitely remind her to look for a reliable tax preparer and not to sign a blank return.
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8/11/2020 05:54:46 am
My dad has been stressing out because he's having a hard time fixing all the necessary documents for his taxes, which is why we're planning to hire a tax service instead. I agree with you that it would be best to verify whether the prospective service is affiliated with a professional organization. Thank you for also clarifying here that a good preparer must not base his fee on my dad's refund's percentage.
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9/23/2020 01:49:19 pm
Thanks for the tip to check a tax preparer's history on the Better Business Bureau before hiring them. I didn't even know I could go on to that website and look up tax preparers. I think I'll start doing that with every company I buy from or hire so I know I am getting food service.
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11/9/2020 10:30:49 pm
You make a valid point that when choosing a tax preparer, it is important to hire someone who is licensed and insured. My daughter will be filing for her taxes the first time this year. I will advise her to hire a tax preparer to help her out.
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1/29/2021 11:11:21 am
It really helped when you mentioned it's important to check a tax preparer's qualifications and past reviews before hiring them. My wife and I have been busy lately, and we've completely forgotten about our tax preparations. My sister recommended to us that we should hire an accountant for the job, and to make our lives easier. We think that this could be a good option for us and so we'll start to look for one. We appreciate your tips about what to consider when choosing an accountant.
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2/22/2022 07:31:40 am
For millions of Americans, last year was a year of significant change. Many people lost their employment or had their salaries cut; others worked from home. Some people were compelled to withdraw funds from their retirement accounts to pay their bills, while others were able to supplement their savings with stimulus checks. (Dallas Tax CPA: 2020 Tax Savings) All of these changes could have an impact on your taxes in 2020, for better or worse. We'll help you get the greatest return possible if you follow the recommendations below. Or at the very least, lower the amount you'll owe. We can't afford to leave any money unaccounted for.
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3/21/2023 07:41:39 am
I learned that my colleague is interested in starting a business that revolves around computers. I like your idea to consult a tax preparation expert so you can avoid unnecessary fees. I will relay this idea to him since he dislikes the idea of losing money.
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