Click me
Transcribed

How to Find the Best Tax Preparer or Tax Advisor near You

How to Find the Best Tax Preparer or Tax Advisor near You Aside from vetting a tax preparer , there are some other considerations to keep in mind when looking for tax help . Here are seven tips on how to find the best tax preparer or tax advisor for you . 1. Ask for a preparer tax identification number ( PTIN ) 2. Require a CPA , law license or enrolled agent designation 3. Look for friends in high places 4. Compare tax preparation fees 5. Reconsider tax advisors who don't e - file 6. Confirm they'll sign on the dotted line 7. Check if your advisor would have your back 1. Ask for a preparer tax identification number ( PTIN ) The IRS requires anyone who prepares or sists in preparing federal tax returns for compensation to have a preparer tax identification number , or PTIN . 2. Require a CPA , law license or enrolled agent designation A PTIN is a basic requirement that's relatively easy to get , so it doesn't hurt to go a step further and seek out a credentialed preparer who's also a certified public accountant ( CPA ) , licensed attorney or enrolled agent ( EA ) 3. Look for friends in high places It includes preparers with PTINs and IRS - recognized professional credentials . Volunteer preparers and preparers with just PTINs won't be in the database . 4. Compare tax preparation fees In 2023 , the average fee for preparing a non - itemized Form 1040 is around $ 210 , according to a 2022 Drake Software survey of over 3,600 tax preparers in the United States . TAX $ 5. Reconsider tax advisors who don't e - file The IRS requires any paid preparer who does more than 11 returns for clients to file electronically via the IRS's e - file system . 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. Check if your advisor would have your back Enrolled agents , CPAs and attorneys with PTINs can represent you in front of the IRS on audits , payments and collection issues , and appeals . Infographic provided by : Essential Tax Services www.etservicesva.com TAX TAX TAX TAX ||| TAX % Hence a representative like Tax Service in VA would be ideal for all you account , tax and other financial needs . For Further Details Visit http://www.etservicesva.com/ $ ESSENTIAL TAX SERVICES Client Focused . Results Driven .

How to Find the Best Tax Preparer or Tax Advisor near You

shared by alexagabriel05 on Apr 03
0 views
0 shares
0 comments
Aside from vetting a tax preparer, there are some other considerations to keep in mind when looking for tax help. Here are seven tips on how to find the best tax preparer or tax advisor for you. For m...

Source

Unknown. Add a source

Category

Business
Did you work on this visual? Claim credit!

Get a Quote

Embed Code

For hosted site:

Click the code to copy

For wordpress.com:

Click the code to copy
Customize size