What are things that you look for?

What are some red flags?

  • Robotunicorn@lemmy.world
    2·
    1 day ago

    This is more for a tax preparer, but might be useful in your situation that my organization put together.

    Top Questions to Ask a Paid Preparer

    1. How do you determine your fee and how much will it cost?

      • Reasonable fees vary, but the cost to prepare your return should not be based on the amount of your refund.

    2. Are you open and available all year-round?

      • Preparers should be available year-round to help you as needed.

    3. What is the expected time frame for receiving my completed tax returns after submitting all required documents?

      • Setting clear expectations is crucial.

    4. If the Michigan Department of Treasury or IRS contacts me regarding my return, will you be able to assist me?

      • The answer should be yes because you must respond if this happens.

    5. Will you be signing the tax return as a preparer?

      • Yes.

      May I see proof of your PTIN?

      • All signing preparers are required to have a PTIN.

    6. How is your data protected?

      • The preparer should have a written security plan as required by the IRS.

    7. Will I be receiving my refund directly (i.e., through the mail or direct deposit)?

      • Refunds should come to you directly, and direct deposit is the fastest and safest way to get your refund.

    8. Will you provide me with a copy of my completed tax return and return any original documents I provided?

      • Yes.

    9. Are you affiliated with a professional organization?

    10. How do you learn about new tax laws?

    • The best answer is through continuing education.
    1. Do you have a professional license, credential, or training? If so, may I see proof including current status?

    *A “no” response to questions 8 & 9 does not necessarily mean that the tax preparer has a lesser ability to properly prepare your tax return.