Weather: Mostly Cloudy 91 °F | °C
Login:
generation Improv - GenerationImprov_Differently_small.jpg
Thanksgiving Time - faith_thanks_sm-small-billboard-1-w.jpg
Ten Tips for Choosing a Tax Preparer

IRS Tax Tip 2018-02: Ten Tips for Choosing a Tax Preparer

Obtained from IRS.gov

 

It’s the time of the year when many taxpayers choose a tax preparer to help file a tax return. These taxpayers should choose their tax return preparer wisely.  This is because taxpayers are responsible for all the information on their income tax return. That’s true no matter who prepares the return.

IRS Tips for taxpayers to remember when selecting a preparer:

  1. Check the Preparer’s Qualifications.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.
  2. Check the Preparer’s History.Ask the Better Business Bureau about the preparer. Check for disciplinary actions and the license status for credentialed preparers. For CPAs, check with the State Board of Accountancy. For attorneys, check with the State Bar Association. For Enrolled Agents, go to the verify enrolled agent status page on IRS.gov or check the directory
  3. Ask about Service Fees.Avoid preparers who base fees on a percentage of the refund or who boast bigger refunds than their competition. When asking about a preparer’s services and fees, don’t give them tax documents, Social Security numbers or other information.
  1. Ask to E-File.Taxpayers should make sure their preparer offers IRS e-file. The quickest way for taxpayers to get their refund is to electronically file their federal tax return and use direct deposit.
  1. Make Sure the Preparer is Available.Taxpayers may want to contact their preparer after this year’s April 17 due date. Avoid fly-by-night preparers.
  2. 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.
  3. Never Sign a Blank Return.Don’t use a tax preparer who asks a taxpayer to sign a blank tax form.
  4. Review Before Signing.Before signing a tax return, review it. Ask questions if something is not clear. Taxpayers should feel comfortable with the accuracy of their return before they sign it. They should also make sure that their refund goes directly to them – not to the preparer’s bank account. Review the routing and bank account number on the completed return. The preparer should give you a copy of the completed tax return.
  5. Ensure the Preparer Signs and Includes Their PTIN.All paid tax preparers must have a Preparer Tax Identification Number. By law, paid preparers must sign returns and include their PTIN.
  6. Report Abusive Tax Preparers to the IRS.Most tax return preparers are honest and provide great service to their clients. However, some preparers are dishonest. Report abusive tax preparers and suspected tax fraud to the IRS. Use Form 14157, Complaint: Tax Return Preparer. If a taxpayer suspects a tax preparer filed or changed their return without the taxpayer’s consent, they should file Form 14157-A, Return Preparer Fraud or Misconduct Affidavit.

 

GO TO CPA-ME.COM CLICK ONIRS  LINK FOR Additional IRS Resources such as:

 

How to Make a Complaint About a Tax Return PreparerHow to Report Suspected Tax Fraud Activity

 

                                                                            

 

Karla Renée Bennett, MBA                 Kevin H. O’Leary, CPA           Renée A. Green, CPA

 

Comments

Please Login or Join To Post a Comment

COUNTY UPDATES

Read All

publicinformation: Highlands County Sheriff - highlands-county-sheriff-paul-blackman-logo.jpg

Highlands County Sheriff

Oct 13, 2021 12:57PM By: Reposted by Central Florida Cities - Other News

ATTENTION LAW ENFORCEMENT AND CORRECTIONS OFFICERS! WE WANT YOU!$𝟱,𝟬𝟬𝟬 𝘀𝗶𝗴𝗻𝗶𝗻𝗴 𝗯𝗼𝗻𝘂𝘀𝗙𝗿𝗲𝗲 𝘁𝗮𝗸𝗲-𝗵𝗼𝗺𝗲 𝗽𝗮𝘁𝗿𝗼𝗹 𝘃𝗲𝗵𝗶𝗰...

publicinformation: Hardee County Sheriff - hardee-county-sheriff-star-logo.png

Hardee County Sheriff

Oct 13, 2021 12:47PM By: Reposted by Central Florida Cities - Crime/Public Safety

October is Domestic Violence Awareness Month   What is Domestic Violence? It's a pattern of controlling behaviors - Violence or t...

publicinformation: PCSO in need of crossing guards - polk-county-sheriff-logo.png

PCSO in need of crossing guards

Oct 5, 2021 11:53AM By: Reposted by Central Florida Cities - Crime/Public Safety

PCSO in need of crossing guards at various locations in Polk Media Contact: Carrie Horstman, Administrator The Polk County Sheriff's Office is seeki...

DON’T STEAL OR DEFACE CAMPAIGN SIGNS

Sep 29, 2020 12:07PM By: Reposted by Central Florida Cities - Crime/Public Safety

Guess this is a message we are going to have to put out every election season from now on because people don’t know how to behave like rational ...

Flood Watch

Sep 13, 2020 1:17PM By: Reposted by Central Florida Cities - Crime/Public Safety

National Weather Service - Flood Watch The Flood Watch continues for * West central and southwest Florida including the following areas, in sou...

FDOH COVID-19 Update

Aug 1, 2020 3:19PM By: Reposted by Central Florida Cities - Other News

The FDOH COVID-19 dashboard is updated once a day. Visit floridahealthcovid19.gov. As of 11 a.m., Saturday, Aug. 1, the state COVID-1...

Heartland Cultural Alliance - heartland-cultural-alliance-small.png
Highlands County Sheriff - highlands-county-sheriff-paul-blackman-logo-c-w1.png
One Hope United - onehope.png
Highlands Art League - Screen Shot 2018-11-16 at 6.14.50 PM.png
Champion for Children  - Screen Shot 2018-11-16 at 6.31.00 PM.png