What to look for in your tax professional...

Reblogger Brian England
Real Estate Agent with Arizona Focus Realty SA634540000

Krystin Mitchell, CPA CFE is definitely a great tax professional so anyone that is looking for one should reach out to her.  She provides some great tips for what to look for in your tax professional.

Original content by Krystin Mitchell, CPA CFE

With tax season in full swing here are the top 7 considerations you should have when seeking a tax professional: 

 

  1. Qualifications – Although an individual doesn’t need to be a CPA or an enrolled agent to prepare taxes, it’s important to keep in mind that both CPAs and enrolled agents can represent you to the IRS if needed. 
  2. Reputation – Check the license status for credentialed preparers, for non-credentialed preparers, ask the Better Business Bureau.
  3. Ensure They Include Their PTIN – All paid tax preparers must have a Preparer Tax Identification Number and are required to include it on returns. 
  4. Year-Round Availability – Preparers should be available year-round to assist as needed. 
  5. Pro-active Communication – Prepares shouldn’t be dismissive of your concerns and should be able to answer questions as needed. 
  6. Can They Help with Small Business Taxes – Whether you have a small business, or you are considering starting one, your preparer must be familiar with small business taxes. 
  7. Friendliness - Tax season can be extremely stressful for taxpayers, and you must be comfortable with your tax preparer.
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Rainmaker
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Abby Stiller
REMAX Realty Group - Cape Coral, FL
Professional Bilingual Realtor (239) 284-8637

Great reblogging Brian England specially that we are in tax season. 

Feb 14, 2020 10:11 AM #1
Rainmaker
3,350,705
Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

Perfect timing, I am just finishing my Taxes today for my CPA, been with her for 15 years.

 

Feb 14, 2020 10:35 AM #2
Ambassador
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Paul S. Henderson, REALTOR®, CRS
Fathom Realty Washington LLC - Tacoma, WA
South Puget Sound Washington Agent/Broker!

Great reblog! I am on my 4th Tax preparer and all of this information holds true...

Happy Valentines Day to you and yours Brian England 

Feb 14, 2020 11:21 AM #3
Rainer
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Don Baker
Lane Realty - Eatonton, GA

I am about to lose my wife for a week while she prepares the firm stuff for her CPA, which we like very much.  You just reminded me, it's that time of year.

Feb 14, 2020 02:56 PM #4
Rainmaker
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James Dray
Fathom Realty - Bentonville, AR
Exceptional Agents, Outstanding Results

Morning Brian.

Just picked up my return yesterday.  It will be mailed out today or Monday

Feb 15, 2020 01:10 AM #5
Rainmaker
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Roy Kelley
Realty Group Referrals - Gaithersburg, MD

Thank you very much, Brian, for sharing this timely reblog selection.

Feb 15, 2020 09:52 AM #6
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Brian England

MBA, GRI, REALTOR® Real Estate in East Valley AZ
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