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5 Critical
Questions You Must Ask Before Choosing A Tax Preparer
1. How many years experience do
you have? Obviously,
the longer he's been in this business, the better. If he's just
starting out, do you really want to entrust your tax return to a
rookie? Think about it.
If you have a
health problem and
need a specialist to diagnose your condition or perform a potential
life-saving surgery, who are you going to want in that operating
room? Someone whose never done this before, or a veteran?
Of
course, preparing your tax return is hardly a life and death situation.
But we are talking about an important part of your financial life and
material well-being. Don't take this task lightly. It's not
as
easy as it looks. The rules of this tax game change every year, and you
need a tax pro who's been doing this for years.
2. Tell me the actual number of
tax returns you've personally prepared over the years? Now
we're getting rather specific about this experience question. If
someone has been in the business for 10 years, but has only prepared
100 returns during that time . . . hmmm . . . do the math – that means
he's only done about 10 returns each year. Hardly enough to
qualify as a seasoned veteran.
3. What happens if you make a
mistake on my return? Now,
any good tax preparer will have a guarantee. At a minimum, his response
should be "I'll make it right at no additional charge." In
other
words, if he messes up your return, he should do whatever is necessary
to fix it. That could mean filing an amended return or
writing
letters to the IRS to resolve any problems, all at no charge to you.
Furthermore,
a good tax preparer should offer a money-back guarantee.
"Total
client satisfaction, or your money back." That's only fair,
isn't
it?
4.
Are you up on the latest technology? Believe
it or not, there are still tax preparers who do returns
manually.
Tax software programs have been around for many years now, so if a tax
preparer isn't doing returns on a computer he's living in the Dark Ages
and you should take your business elsewhere. Doing your
return on
the computer also means he can e-file your return, which is another
service that you definitely need him to provide at no extra
charge. E-filing saves times, ensures accuracy, and is now
mandatory for most preparers.
5. Do you only prepare personal
returns, or do you prepare other types of returns, too? If
your prospective tax preparer only does personal returns, you should
find someone else. Over the course of your lifetime, you are
likely to need someone to prepare any number of other tax returns, so
it’s best to find a tax pro who handles them all. Otherwise, you’ll end
up looking for another tax preparer as soon as a tax situation other
than your personal return arises.
Many Happy
Returns, Wayne Davies
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Wayne Davies One Good
Tax Preparer
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How
To Find A Good Tax Preparer In 5 Simple StepsClick Here |
3
Essential Qualities of a Good Tax Preparer Click Here
| 5 Critical Questions You
Must Ask Before Choosing A Tax Preparer Click Here
| Why
You Want and Need An Experienced Tax Preparer Click Here
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