How To Choose A Tax Professional Wisely - Part 1


The best time to choose a professional to prepare your taxes is as early as possible. This way, a taxpayer can spend time with preparers and consider potential options. Making the choice at that time will allow for wise tax planning to begin. Choosing a preparer later in tax season (the closer it gets to mid-April) may be difficult, because that is their busiest time. No matter when the choice is made there are a number of factors to keep in mind, this post will be the first in a series that will highlight a few.

Choose a preparer who is honest. This is an essential quality. Taxpayers are sharing their most vital personal information with this person, they need to be someone who can be trusted. Especially since the taxpayer is always responsible for what is on the Return, no matter who prepared it.

Choose a preparer who asks for records. A qualified professional will ask to see financial records and receipts in order to prepare a Tax Return. Anything less would not meet IRS standards. Following these tips would seem to lower stress when picking an advisor in the area of taxes and finance. What do you think?

For more, please check out our YouTube video on How to Choose A Tax Pro Wisely - Part 1

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