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Ana Echeverri • December 8, 2022
Here’s a short checklist to help taxpayers choose a tax preparer for the upcoming filing season

Tax filing season will be here soon.  As people gather their documents and receipts to file a tax return, many also choose to use a professional tax return preparer.   Anyone with an IRS Preparer Tax Identification Number can be a paid tax return preparer.   However, tax return preparers have differing skills, education, and expertise.   Choosing a tax return preparer wisely is important because taxpayers are ultimately responsible for all the information on their return, no matter who prepares it for them.

Taxpayers can start their search with the IRS

Directory of Preparers.

When looking for a tax professional, taxpayers can search the IRS Directory of Preparers.  While it is not a complete listing of tax return preparers, it includes enrolled agents, CPAs and attorneys, and those participating in the Annual Filing Season Program.


Before hiring a preparer, taxpayers should know what they’re getting. They can do this by:


•         Checking the preparer's history with the Better Business Bureau.   Taxpayers can also verify an enrolled agent's status on IRS.gov.


•         Asking about fees.  Taxpayers should avoid tax return preparers who base their prices on a percentage of the refund or who offer to deposit all or part of their refund into their financial accounts.  Taxpayers should be suspicious of any preparer claiming they can get larger refunds than other tax preparers.


•         Asking if the preparer plans to use e-file.  The fastest way to get a tax refund is by e-filing and choosing direct deposit.


•         Making sure the preparer will be available if needed.  People should consider whether the individual or firm will be around for months or years after filing the return.  They may need the preparer to answer questions about preparing the tax return later.


•         Ensuring the preparer signs and includes their PTIN.  Paid tax return preparers must have a PTIN to prepare tax returns and consist of it on any tax return they prepare.


         Considering the person's credentials.  Only attorneys, CPAs, and enrolled agents can represent taxpayers before the IRS in tax matters.   Other tax return preparers who participate in the IRS Annual Filing Season Program have limited practice rights to represent taxpayers during audits of returns they prepared.

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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.


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


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
By Ana Echeverri February 13, 2024
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