1 / 7

Tips to Find the Best Tax Preparer

If you need someone to do your taxes this year, this checklist could help you find the right person. So if you're searching for help, here are seven tips on how to find the best tax preparer for you.

Mallari
Download Presentation

Tips to Find the Best Tax Preparer

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Tips to Find the Best Tax Preparer If you need someone to do your taxes this year, this checklist could help you find the right person. So if you're searching for help, here are seven tips on how to find the best tax preparer for you.

  2. Ask for a Preparer Tax Identification Number (PTIN) The IRS requires anyone who prepares or assists in preparing federal tax returns for compensation to have a PTIN. Note the phrase “for compensation” — volunteer tax preparers don’t need PTINs.

  3. Require a CPA, law license or Enrolled Agent designation A PTIN is relatively easy to get, so go a step further and get a credentialed preparer — someone who’s also a certified public accountant (CPA), licensed attorney, enrolled agent (EA) or who has completed the IRS’ Annual Filing Season program.

  4. Compare fees How much do tax preparers charge? The average fee for preparing a Form 1040 is $203, and tax preparers who don't use a flat rate typically charge $138 per hour, according to the National Society of Tax Professionals.

  5. Reconsider tax advisors who don't e-file The IRS requires any paid preparer who does more than 10 returns for clients to file electronically via the IRS’ e-file system. If your tax preparer doesn’t offer e-file, it may be a sign the person isn’t doing as much tax prep as you thought.

  6. Confirm they'll sign on the dotted line The law requires paid preparers to sign their clients’ returns and provide their PTINs. Never sign a blank tax return — the preparer could put anything on the return, including their own bank account number so they can steal your refund.

  7. Contact Us Your opinions are important to us. Whether it is a simple question or a valuable suggestion, we are here to answer your questions. You can call us by phone or email us directly. Mallari Tax www.mallaritax.com office@mallaritax.com 301 Georgia Street #120 Vallejo, CA 94590

More Related