Jan
15

Who Is Your Tax Preparer?

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They Know EverythinThe_Budget_Professional_IRS_Tax_Word_Cloudg About You

Have you ever stopped to think about the fact your tax return preparer is trusted with your most personal information?

They know about your marriage, your divorce, your income, the social security numbers of everyone in the family, dates of birth, your checking account info – all the details of your financial life.

Most tax return preparers provide great service. However, each year some taxpayers are hurt financially because they choose the wrong tax return preparer.

There Are Different Areas of Expertise in the Tax Field

Anyone can be a paid tax return preparer as long as they have an IRS Preparer Tax Identification Number (PTIN) and they sign and enter it on all returns they prepare.  However, tax return preparers have differing levels of skills, education, and expertise.

A tax preparer can prepare your tax return and speak to the IRS on your behalf as long as you give your permission.

This type of preparer is what most people use – but stop and give some thought to your preparer. Are you handing off your classified personal info to a stranger in a chain store that won’t know you if you call with a question tomorrow, and who you probably won’t see again next year?

Or, is your preparer someone local, with a good reputation, whose been in business for many years?

Check Those References!

Choose wisely when selecting a paid tax return preparer. Remember, your preparer is going to know everything about your personal information .

Who would you rather turn your paperwork over to: a tax professional licensed by the IRS, or a seasonal chain store worker, hired after completing a two week night class in Basic Tax 101?

Choose wisely. Your financial health depends on it.

Who does your taxes? One of the big tax chains, someone local, or do you use software, such as Turbo Tax, and do everything yourself?

Do you think you’ll get a refund this year? 
Are you using your refund to catch up on bills or go on vacation?

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Categories : Form 1040, IRS, Tax Refund, Taxes

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