How to Choose a Tax Preparer You Can Trust

You are responsible for what is on your tax return, even when someone else prepares it. Choosing a preparer carefully protects your refund and your identity.

What the IRS suggests

Check credentials. Look up a preparer’s credentials and record through the IRS directory and its “Choosing a tax professional” page, and check for complaints or disciplinary actions.
Look for a PTIN. Paid preparers must have a valid Preparer Tax Identification Number, sign your return, and include the number on it.
Ask about fees up front. Avoid preparers who base their fee on a percentage of your refund.
Ask about e-file. Confirm the preparer offers IRS e-file. The IRS says most refunds are issued in under 21 days for e-filers who choose direct deposit.
Choose someone available year-round. You may have questions after filing season.

Red flags

Promises of a big refund before looking at your records
Fees based on a percentage of the refund
Refunds deposited into the preparer’s account instead of yours
A preparer who does not sign the return
A request to sign a blank or incomplete return. The IRS says never to do this.
Not asking to see your records and receipts

Before you sign

Read the return and ask about anything you do not understand.
Check your name, Social Security number, and filing status.
Check the bank routing and account numbers for your refund.
Make sure the preparer signed.
Keep a copy.

Questions to ask

Who will prepare my return, and who will review it?
How do you charge, and what does the fee cover?
Will you represent me if I get a notice? See what to do with an IRS notice.
How do you protect my documents?
Do you handle state returns and amended returns?

If something goes wrong

The IRS says you can report a preparer’s misconduct on Form 14157. If a preparer filed or changed your return without your consent, use Form 14157-A.

If you would like to talk with us before you decide, book a call with FlowTex.

Sources

This article is general information, not tax advice.