As a taxpayer you will need to determine which preparer is best for you.
IRS states, “Taxpayers are ultimately legally responsible for all the information on their income tax return, regardless of who prepares it.”
You need to carefully choose a tax professional to handle your personal information with care and security.
As tax professionals we hold ourselves to IRS high standards, and we:
Have a long history in the tax industry with an established business of 76 years, founded in 1947.
Are available year-round in case questions come up after filing season is over.
Review your tax return with you before you sign it. You can ask us any questions if something is not clear or appears inaccurate.
Don’t base our fees on a percentage of your refund or offer to deposit your refund into our own financial accounts.
Prepare under PTINs, Preparer Tax ID Numbers. By law, paid preparers must sign and include their valid PTIN on any tax return they prepare.
Are an authorized IRS e-file provider. Most refunds are issued within 21 days when filing electronically and choosing direct deposit.
Seek records and receipts, and ask questions to determine the total income, deductions, tax credits and other items.
Most tax return preparers provide quality service, unfortunately some are unreliable or even fraudulent. It is a red flag when a paid preparer:
Does not sign or e-file the return.
Promises a big refund. They may be looking to make a quick profit by charging fees based on the size of the refund.
Claims they can get larger refunds than their competitors.
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