How to Find the Best Tax Preparer or Tax Advisor near You

1
How to Find the Best Tax Preparer or Tax Advisor
near You

• Source www.etservicesva.com

2
Aside from vetting a tax preparer, there are some
other considerations to keep in mind when looking
for tax help. Here are seven tips on how to find
the best tax preparer or tax advisor for you.1.
Ask for a preparer tax identification number
(PTIN)2. Require a CPA, law license or enrolled
agent designation3. Look for friends in high
places4. Compare tax preparation fees5.
Reconsider tax advisors who don't e-file6.
Confirm they'll sign on the dotted line7. Check
if your advisor would have your back
Source www.etservicesva.com
3
1. Ask for a preparer tax identification number
(PTIN)The IRS requires anyone who prepares or
assists in preparing federal tax returns for
compensation to have a preparer tax
identification number, or PTIN.

• Source www.etservicesva.com

4
2. Require a CPA, law license or enrolled agent
designationA PTIN is a basic requirement that's
relatively easy to get, so it doesnt hurt to go
a step further and seek out a credentialed
preparer whos also a certified public accountant
(CPA), licensed attorney or enrolled agent (EA)

• Source www.etservicesva.com

5
3. Look for friends in high placesIt includes
preparers with PTINs and IRS-recognized
professional credentials. Volunteer preparers and
preparers with just PTINs wont be in the
database.
Source www.etservicesva.com
6
4. Compare tax preparation fees In 2023, the
average fee for preparing a non-itemized Form
1040 is around 210, according to a 2022 Drake
Software survey of over 3,600 tax preparers in
the United States.
Source www.etservicesva.com
7
5. Reconsider tax advisors who don't e-file The
IRS requires any paid preparer who does more than
11 returns for clients to file electronically via
the IRSs e-file system.
Source www.etservicesva.com
8
6. Confirm they'll sign on the dotted line The
law requires paid preparers to sign their
clients returns and provide their PTINs. Never
sign a blank tax return the preparer could put
anything on the return, including their own bank
account number so they can steal your refund.
Source www.etservicesva.com
9
7. Check if your advisor would have your
back Enrolled agents, CPAs and attorneys with
PTINs can represent you in front of the IRS on
audits, payments and collection issues, and
appeals. Hence a representative like Tax Service
in VA would be ideal for all you account, tax
and other financial needs. For Further Details
Visit http//www.etservicesva.com/
Source www.etservicesva.com
10

• Essential Tax Services
• 13168 Piedmont Vista Drive
• Haymarket, Virginia, 20169
• PH [phone].