Rule #1
Never do you go in blindly.
Referrals are your best bet. Ask friends, coworkers for recommendations. Read Google reviews or other sources of e-catalogs and professional’s sites.
Rule #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. Make sure your income tax preparer puts his or her PTIN number on your return. That are the requirements of the IRS too.
Rule #3
Representation rights.
Only Attorneys, Enrolled Agents and Certified Public Accountants can represent any client before the IRS in any situation.
Rule #4
Ask about tax background.
Define a Tax Pro’s credibility by asking for professional credentials and background.
Experience is the key when it comes to taxes. Knowledge can translate into dollars saved. Tax rules are changing, so it is important a Tax Pro receives ongoing training.
Rule #5
Make sure the Tax preparer is year-round available.
Taxpayers may want to contact with preparer after April 15. The Tax Pro should be available year-round and quick to respond. Avoid fly-by-night preparers.
Rule #6
Never sing a blank return.
If the Tax preparer asks you to sign a blank tax form, do not use this the Tax preparer. The law requires that a paid preparer must sign the Tax return and complete areas of the form. Keep the return and your supporting financial records at least 3 years.
Rule #7
Get Tax advice.
A good Tax Pro can offer you tax planning to minimize a small business tax obligation.
Rule #8
Get answers to your questions.
A good Tax pro always answer to your questions even in the busiest time.
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