Tax Preparation

Not All Tax Preparation Is The Same

Whatever your circumstances may be, Tax Help Advisors, LLC is here to give you the best advice for complicated tax returns.

Our goal is to make the preparation process as easy as possible for you and to minimize your tax liability.

The Certified Public Accountants and Certified Tax Resolution Specialists at Tax Help Advisors, LLC have the proven qualifications that are needed to help you file your returns while also helping you to minimize your tax liability.

10 Things to Consider Before Hiring a Tax Preparer:

Check the Preparer’s Qualifications

It is important to make sure the preparer can represent you before the IRS should the need arise. Not all tax preparers are authorized to represent clients before the IRS. The certified tax professionals at Tax Help Advisors, LLC and the credentials necessary to represent clients before the IRS.

Check the Preparer’s History

The Better Business Bureau is a good place to start to learn about a tax preparer. You can also check with state licensing boards for any complaints or sanctions against CPA’s. Word-of-mouth and referrals from peers are also valid sources.

Ask about Service Fees

Avoid preparers who base fees on a percentage of their client’s refund. Also avoid those who boast bigger refunds than their competition. Make sure that your refund goes directly to you – not into your preparer’s bank account.

Ask to E-file Your Return

Make sure your preparer offers IRS e-file. Paid preparers who do taxes for more than 10 clients generally must file electronically. The IRS has safely processed more than 1.5 billion e-filed tax returns.

Make Sure the Preparer is Available

Avoid fly-by-night preparers and those who only operate during “Tax Season.”

Provide Records and Receipts

Good preparers will ask to see your records and receipts. They’ll ask questions to figure your total income, tax deductions, credits, etc. Do not use a preparer who will e-file your return using your last pay stub instead of your Form W-2. This is against IRS e-file rules.

Never Sign a Blank Return

You would think this is a “no-brainer,” but do not use a tax preparer that asks you to sign a blank tax form.

Review Your Return Before Signing

Before you sign your tax return, review it and ask questions if something is not clear. Make sure you are comfortable with the accuracy of the return before you sign it.

Ensure the Preparer Signs and Includes Their PTIN

All paid tax preparers must have a Preparer Tax Identification Number, or PTIN. By law, paid preparers must sign returns and include their PTIN. Be sure you get a copy of your return.

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. Forms to report tax preparer misconduct are available at IRS.gov.

If you would like to receive more information about the Tax Preparation Services provided by Tax Help Advisors, LLC, please contact us or call us today at (704) 912-4002.

The Certified Public Accountants and Certified Tax Resolution Specialists at Tax Help Advisors, LLC have the proven qualifications that are needed to help you file your returns while also helping you to minimize your tax liability.