First of all - you are not required to hire a tax preparer
- and perfectly may file your own tax return.
When you find that the tax preparer doesn't have required expertise - you may choose a different preparer or a different service provider.
A tax return preparer is trusted with your most personal
information. They know about your marriage, your income, your children and your social security numbers – the details of your financial life.
Most tax return preparers provide outstanding service. However, each year, some taxpayers are hurt financially because they choose the wrong tax return preparer.
Anyone can be a paid tax return preparer as long as they have an IRS Preparer Tax Identification Number (PTIN) and they sign and enter it on all returns they prepare. However, tax return preparers have differing levels of skills, education and expertise.
The following points will assist you when selecting a tax return preparer:
Be wary of tax return preparers who claim they can obtain larger refunds than others can.
Avoid tax return preparers who base their fees on a percentage of the refund or who offer to deposit all or part of your refund into their financial accounts
Ensure you use a preparer with a preparer tax identification number (PTIN). Paid tax return preparers must have a preparer tax identification number to prepare all or substantially all of a tax return.
Use a reputable tax professional who furnishes their PTIN, signs the tax return and provides you a copy of the return (as required).
Consider whether the individual
or firm will be around for months or years after filing
the return to answer questions about the preparation
of the tax return.
Check the person's credentials. Only attorneys, CPAs and enrolled agents can represent taxpayers before the IRS in all matters, including audits
and appeals. Other tax return preparers may only represent taxpayers for audits of returns they actually prepared.
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