How to Choose a Tax Preparer?

It is understandable if filling out the Schedule A for youra good choice. Others can't represent your interests in
1040 is not your idea about having a good time. Therefront of the IRS. Most tax preparers are only open
are professionals who can prepare your tax return, sobetween February and April, so it is a good sign if your
you don't have to worry about it. However, you shouldspecialist can be reached even when it isn't tax
choose your tax preparer carefully: statistics showseason.
that almost 30 percent of people who have such aYou should also meet the person who will be
specialist complained about their services. It is notresponsible for your return. Large firms usually
unusual to pay penalties or fines because the mistakedelegate the work to someone who has less
of somebody else.experience. If this is the procedure at the firm you
Many companies complain about tax preparers whochoose, you should ask whether is there an expert
don't reply to e-mails and never answer the phone, orwho reviews the return before they send it to you to
who don't provide a copy of the tax return. There aresign it. It is always good to know the person who is
also many complaints about the fees: there are casesresponsible for your tax return.
when the tax specialist doesn't say how much the taxA good specialist will always ask for receipts for
preparation bill will be.deductions and will have a lot of questions to
On the Better Business Bureau (BBB) website you candetermine whether you're eligible for certain deductions.
search for Reliability Reports for each tax preparationA tax preparer who doesn't ask any questions and
firm. You will only have to provide your zip code, anddoes not need any receipts are not reputable.
the search engine will return a list of tax-prep firms inIt is also a good sign if the tax preparer can give you a
your area, along with their reliability reports. It is veryrough estimate on the fee he will charge you. Fees
important to have a reliable tax specialist, because youvary upon the complexity of your tax return: a simple
will be held responsible for his mistake.tax return generates the lowest fee, but if the return is
The first thing you should ask is their credentials. CPAsmore complicated, the fees will be also higher.
who are specialized in tax planning and preparation are