Tips on How to Choose a Tax Preparer
Filing taxes is not a matter that most people hold in high regard. Some even wait until it is several days to the deadline and that’s well they get all up and about filling their returns to meet the deadline. Well, this should not be the case, and you can seek the services of a tax preparer anytime. They will assist you in the whole process of filling returns and ensure that it goes smoothly with no setbacks. Because a tax preparer is in charge of all the information on your tax return, you need to make your choice wisely. In this post, we are going to discuss some tips for finding a tax preparer who will assist you with your taxes and also do a good job.
One of the first things to check for in a tax preparer is the qualifications. The tax preparer should have a tax identification number or a PTIN number. It is also good for you to ask whether they belong to a professional organization and whether they go to continuing education classes. It is easy to get a PTIN, therefore, why only settle for a tax preparer that ha a PTIN when you can still choose a certified preparer. As far as qualification is concerned, you should check for an enrolled agent who has completed the IRS’ Annual Filing Season program or a licensed attorney or a certified public accountant, because this shows that they have studied, done exams and most likely doing ongoing education.
The other thing you need to check is the tax preparer’s experience. A tax preparer with enough experience will be able to file your tax return for you well and also advise you on issues you may not understand concerning your taxes. Also, You need to check the tax preparer’s history. To do this, you can check with the better business bureau, and they will tell you if the tax preparer has any questionable history. You will also need to check the status of their licenses each in their respective offices, for example, for certified public accountant you will check with the state board of accountancy, for IRS agent with the IRS office enrollment and as for attorneys you check with state bar association; this will help you know if they have any disciplinary actions. Remember that you will not get a refund if the preparer does not indicate their number on your documents.
Furthermore, you will need to inquire about the price they charge. As for price, you should be cautious of tax preparers who overcharge based on some perspectives. For example, there are those who claim that they can get larger refunds than others and therefore they charge a high percentage. Compare the prices of a few preparers and go for the one you can comfortably pay. As for any refunds, they should be deposited in your account and not theirs, so, ensure that you discuss the matter with them. Another aspect you can consider when choosing a tax preparer is to ask them if they offer IRS e-file. In conclusion, consider the above factors, and you will be able to get a good tax preparer.