Tips for Selecting a Tax Professional

When seeking assistance from tax professionals for your federal tax return, it's crucial to choose your preparer wisely. Remember, you are ultimately responsible for all the information included on your federal income tax return, no matter who prepares it.

Resources for Finding the Right Tax Preparer

• The Choosing a Tax Professional section on IRS.gov offers valuable insights into the credentials and qualifications of tax return preparers.
• The IRS Directory of Federal Tax Return Preparers can help you find qualified preparers based on their credentials.

What to Look for in a Tax Return Preparer

1. Availability: Opt for a preparer who is accessible year-round, so you can reach out with questions even after tax season.
2. Consistent Service Fees: Inquire about their service fees upfront. It's best to avoid preparers who charge based on a percentage of your refund or propose to deposit your refund into their own accounts
3. IRS E-file Capability: Confirm that the preparer offers IRS e-file services. Filing electronically typically results in refunds being issued in less than 21 days when you choose direct deposit.
4. Document Requests: A good preparer will ask to see your records and receipts when preparing your return.
5. Qualifications: Familiarize yourself with the preparer’s credentials and check for any complaints or disciplinary actions in their history.
6. Complete Returns: Never sign a blank or incomplete return. You are responsible for submitting a full and accurate tax return.
7. Error Checking:   Carefully review your tax return before signing. Don't hesitate to ask questions if anything seems unclear or incorrect.
8. Accurate Account Information:  Ensure that your refund will go directly to your bank account and not the preparer’s. Double-check the routing and account numbers on the finalized return.

Important Legal Considerations

By law, all paid preparers must possess a valid Preparer Tax Identification Number (PTIN). They are required to sign your return and include their PTIN. If a preparer fails to sign your return, it may indicate they are seeking a quick profit by promising large refunds or charging fees based on refund amounts. Avoid these preparers.

Reporting Preparer Misconduct

If you suspect misconduct from your tax preparer, you can report them to the IRS using Form 14157, which is the Complaint: Tax Return Preparer form. If you believe your tax return was filed or altered without your consent, complete Form 14157-A, the Tax Return Preparer Fraud or Misconduct Affidavit. Both forms are available on the Make a Complaint About a Tax Return Preparer page of IRS.gov.

By following these guidelines, you can better navigate the process of selecting a tax professional and ensure a smoother tax filing experience.

The focus of ourpractice is helping individuals and businesses resolve their IRS tax problems in the Las Vegas, Nevada, St. George, Utah areas, and elsewhere. If you or someone you know is dealing with IRS problems, contact me at 702-533-8984 or candy@numbercruncherllc.tax.

Candace (Candy) Stevens, EA

CEO/President of

Number Cruncher LLC

cstevens@numbercruncherllc.tax

 

www.numbercruncherllc.tax