Not all tax preparers are the same. When you hire a tax preparer, make sure they:
Have obtained a current year PTIN (Preparer Tax Identification Number). Otherwise, they are ineligible to prepare your IRS returns.
Have attended continuing education tax courses in the last few months so they know the newest year’s rules.
Have a quality control process within their business so that your return will be checked for errors.
Can give you an estimated
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turnaround time of when your return will be filed. Please be patient with your preparer and remember that they have to do a year’s worth of worth in the 10 or so weeks from February to April.
Can eFile your returns so that your refund, if any, will be returned faster.
Can guarantee accuracy based on the items you’ve provided your tax preparer.
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Explain your return to you so that you understand what you are signing. You are ultimately responsible for your own tax return, so it’s essential that you understand it.
Feel free to ask us these questions, too! It’s important that you feel comfortable with the tax repair you choose to work with.
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