6 Tips to Find the Best Tax Preparer Near You - PowerPoint PPT Presentation

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6 Tips to Find the Best Tax Preparer Near You

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When it comes to selecting the tax preparer, you must do some research. The current presentation is all about the different ways to find the right tax preparers. To know more about tax services, visit - – PowerPoint PPT presentation

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Title: 6 Tips to Find the Best Tax Preparer Near You


1
6 Tips to Find the Best Tax Preparer Near You
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Ask for a Preparer Tax Identification Number
Every tax preparer has a unique identification
number. The IRS wants the person to have a PTIN
who prepares or assists in preparing the tax
return for both the federal and state tax
returns. However, the volunteer who prepares the
return for compensation doesnt need any PTIN.
When the return will be filed, ask your tax
preparer to put his or her PTIN number as IRS
will require that.
3
Require A CPA, Law License Or Enrolled Agent
Designation
It is relatively easy to get a PTIN. If you are
searching for a qualified and credentialed tax
services Beverly Hills, then you must look for
either CPA (certified public accountant), a
licensed attorney, or anyone who completed the
annual filing season program conducted by IRS. To
achieve these credentials, the professionals must
go through a rigorous amount of study. It is
better to search the IRS directory to find the
right tax preparer.
4
Look For Friends In High Places
It is hard to get a membership in professional
organizations like the National Association of
Tax Professionals, the National Association of
Enrolled Agents, the American Institute of
Certified Public Accountants, or the American
Academy of Attorney CPAs. All of these
organizations practice the code of ethics and
conduct certification programs.
5
Compare Fees
To find the right tax preparer, you should
compare the fees. Enlisted tax preparers charge
by the hour. However, if you face someone who
charges on the amount of return or assures you to
give a better return should be avoided. However,
in case of an audit by the IRS, the tax preparer
can charge you even more than 150 to handle.
6
CPA Must Sign Documents
As per the IRS requirements, the paid tax
preparers must file the through the e-file
system, electronically. If your tax services
Beverly Hills is not ready to do it, it is better
to consider another one. Further, as per the tax
laws, the preparer must sign on the returns and
provide the PTINs. Besides, never sign a blank
return file as your tax preparer can cheat.
7
Check If They'd Have Your Back
Things can turn ugly at any point in time. So,
the tax preparer must be present there to save
you. Enrolled agents, CPAs, and attorneys having
PTIN can represent you in front of the IRS.
Preparers without PTIN are not permitted to do
that, even if they prepared your tax file. It is
better to do detailed research before you
finalize someone.
8
Thank You
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