How To Choose A Tax Professional Wisely - Part 2


This is the continuation of our series focusing on good qualities to look for in a tax preparer. Again, it's better to make this choice sooner, rather than later. Both sides can discuss what is needed in a relaxed atmosphere, allowing Taxpayers to make an important decision with all the facts clearly set in front of them. Here is what they should be looking for.

Have a clear understanding of the service fees. Make sure to avoid preparers who will base their fee on a percentage of the refund. Be cautious of those who claim to be able to get bigger returns than anyone else. All fees and costs should be understood before making a choice. Any and all Tax Refunds belong to the Taxpayer, and should be sent directly to them, never to the preparer.

Never sign a Tax Return that is blank. Remember that no matter who prepares the return, the taxpayer is responsible for what it contains. So if one were to sign a return that has no information yet, they would be responsible for what the preparer filled in. This could mean anything, including the refund going where the preparer decides to send it. These tips seem like wise advice when choosing a Tax Professional. What do you think? Please check out our YouTube video on this topic.

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