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Ana Echeverri • March 29, 2022
Tips to help taxpayers hire a reputable tax preparer
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The tax filing deadline less than a month away.  The IRS reminds all taxpayers but especially those who haven’t yet filed, to choose a tax return preparer wisely.   Taxpayers are responsible for all the information on their income tax return regardless of who prepares the return.

 

Here are some tips to remember when selecting a tax return preparer:

 

Check the preparer's qualifications.   People can use the IRS Directory of Federal Tax Return Preparers with Credentials and Select Qualifications.   This tool helps taxpayers find a tax return preparer with specific qualifications.   The directory is a searchable and sortable listing of preparers.

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Check the preparer's history.  Taxpayers can ask the local Better Business Bureau about the preparer. Check for disciplinary actions and the license status for credentialed preparers. Here’s how to check on specific types of preparers:

•      Need an on Enrolled Agent?   Go to the verify enrolled agent status page on IRS.gov.

•      Need a reputable Attorney? : Check with the State Bar Association.

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Ask about service fees.   People should avoid tax return preparers who base fees on a percentage of the refund or who boast bigger refunds than their competition.

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Ask to e-file.   To avoid pandemic related paper delays, taxpayers should ask their preparer to file electronically and choose direct deposit.

Make sure the preparer is available.   Taxpayers may want to contact their tax return preparer after this year's April 18 due date.

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Provide records and receipts.  Good preparers will ask to see a taxpayer's records and receipts.   They'll ask questions to figure things like the total income, tax deductions and credits.

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Never sign a blank return.   Taxpayers should not use a tax return preparer who asks them to sign a blank tax form.

 

Review before signing.   Before signing a tax return, the taxpayer should review it.   They should ask questions if something is not clear.   Taxpayers should feel comfortable with the accuracy of their return before they sign it.

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Review details about any refund.  Taxpayers should confirm the routing and bank account number on their completed return if they're requesting direct deposit.

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Ensure the preparer signs the return and includes their PTIN.   All paid tax return preparers must have a Preparer Tax Identification number.   By law, paid preparers must sign returns and include their PTIN on the return they file.  The taxpayer's copy of the return is not required to have the PTIN on it.

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Report abusive tax preparers to the IRS.   Most tax return preparers are honest and provide great service to their clients.

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However, some preparers are dishonest.   People can report abusive tax preparers and suspected tax fraud to the IRS.  Use Form 14157, Complaint: Tax Return Preparer 

 

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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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