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Before you choose an income tax preparer, you should decide what type of services you need and determine a budget. Is it important that you have the same person prepare your taxes next year? Are you looking for someone to just compute your tax return? Or, do you need someone to act as a financial advisor year-round?
As a rule, the more complex your tax situation is, the more you will require the advice of someone with specialized experience. For recognized professionals, such as enrolled agents, accredited tax advisors, accredited tax preparers, CPAs and tax lawyers, you may assume a level of special training and experience. For other, you will have to determine the level of their expertise.
Here are tips to remember when selecting a preparer:
If you need assistance pulling together and organizing your records to ensure the tax preparer can prepare your taxes in a timely and accurate manner, please reach out to us here. We would be happy to help.