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Ana Echeverri • September 9, 2021
7 Tips in Choosing a Tax Preparer Wisely

The filing extension deadline will

be here soon. 

Taxpayers who requested an extension to file might be considering hiring a tax preparer.   The IRS reminds these taxpayers to choose their tax return preparer wisely.   


Taxpayers are responsible for all the information on their return, no matter who prepares it for them or when it’s filed.


There are different kinds of tax return preparers, and a taxpayer's needs will determine which kind of preparer is best for them.

Here are some things taxpayers should do when choosing a tax return preparer:

* Check the IRS Directory of Federal Tax Return Preparers.

* Check the preparer's history with the Better Business Bureau.

* Ask about fees.

* Ask if the preparer plans to use IRS e-file.

* Make sure the preparer is available.

* Ensure the preparer signs and includes their preparer tax id. number.

* Understand the preparer's credentials


•            Check the IRS Directory of Federal Tax Return Preparers. This searchable and sortable public directory helps taxpayers find a tax return preparer with specific qualifications.


•            Check the preparer's history with the Better Business Bureau.  Taxpayers should check for any disciplinary actions for credentialed tax return preparers.   For CPAs, check with the State Board of Accountancy. For attorneys, check with the State Bar Association.   For enrolled agents, verify the agent’s status on IRS.gov.


•            Ask about fees.  Taxpayers should avoid tax return preparers who base their fees on a percentage of the refund or who offer to deposit all or part of the refund into their own financial accounts.   Be wary of tax return preparers who claim they can get larger refunds than their competitors.


•            Ask if the preparer plans to use IRS e-file.  Taxpayers should make sure their preparer offers IRS e-file.


•            Make sure the preparer is available.   Taxpayers should consider whether the tax return preparer will be around after the filing deadline has passed. Taxpayers should do this because they might need the preparer to answer questions about the preparation of the tax return.


•            Ensure the preparer signs and includes their preparer tax identification number.   Paid tax return preparers must have a PTIN to prepare tax returns Preparers must sign returns and include their PTIN.


•            Understand the preparer's credentials.   Enrolled agents, CPAs, and attorneys have unlimited practice rights and can represent taxpayers on any tax matter before the IRS.   Tax return preparers who participate in the IRS Annual Filing Season Program have limited practice rights and may only represent taxpayers whose returns they prepared and signed, but only before exams, Taxpayer Advocate, and customer service.


How can we help you?

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Need a professional with a wide range of knowledge in such tax-related subjects as income, estate, gift, payroll, levies, returns, inheritance, non-profit and

retirement taxes?


Call us!  We are Tax Specialists serving our clients since 2012


Ana Echeverri & Associates at (407) 601-3157


We will be happy to assist you.


Our office hours are Monday thru Friday, from 9 A.M. to 5 P.M


Certified QuickBooks ProAdvisor offering Consulting

and Training Services


https://www.anaecheverriassociates.com


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Ana Echeverri

Ana Echeveri is a Certified QuickBooks ProAvisor Advanced Online
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By Ana Echeverri December 5, 2024
Are you ready to maximize your tax refund this year? 🏦💰 It’s time to get money-savvy and make the most of tax season! Here are some tips to help you claim every dollar you’re entitled to: . 1. Organize Your Documents Early Keep track of receipts, tax forms (W-2, 1099, etc.), and deductions throughout the year. A little preparation goes a long way in reducing stress and uncovering savings. . 2. Maximize Your Deductions Did you know that job-related expenses, medical bills, and charitable donations might qualify as deductions? Itemizing could unlock hidden savings that the standard deduction might overlook. . 3. Don’t Forget About Tax Credits Credits like the Earned Income Tax Credit (EITC), Child Tax Credit, and education-related credits (like the American Opportunity Credit) can significantly increase your refund. These credits often provide dollar-for-dollar savings. . 4. Contribute to Your Retirement Account Contributions to an IRA or 401(k) not only secure your future but also offer immediate tax benefits. Plus, some contributions might be deductible even after December 31! . 5. File Early Filing early reduces the chance of tax fraud and helps you receive your refund faster. Don’t procrastinate; the IRS starts processing returns in January. . 6. Double-Check Everything Simple mistakes like incorrect Social Security numbers or missed signatures can delay your refund. Review your return carefully before submitting it. . Remember, every dollar counts! A little effort now can lead to a bigger refund later. . Stay smart with your taxes! Reach out to us today and experience the difference of working with seasoned professionals! . Office #: (407) 601-3157 Off. hours: Monday through Friday, from 9 A.M. to 5 P.M. Email address: Ana@AnaEcheverriAssociates.com . Website: https://www.anaecheverriassociates.com/ . >>> [HABLAMOS ESPAÑOL] <<< . #OrganizeYourTaxes #SafeTaxDocuments #TaxSeason2023 #EarlyTaxFiling #TaxRefundSeason #FinancialPlanning #TaxPreparation #IncomeTaxTips #EstimatedTax #SmallBusiness #TaxTips #SmallBusiness #TaxDeductions
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