Tax Tip - How to Choose a Qualified Tax Professional

If you have a complex tax situation or want to help ensure you’re getting the maximum refund possible, you may want to turn to a tax professional to help you with your 2015 taxes. If you’re looking for professional tax help, there are a few things you should look for:

  • Check for professional qualifications like an affiliation with a professional organization and a Preparer Tax Identification Number (PTIN). If you have a special tax situation, ask for the preparer’s experience helping people in similar circumstances.
     
  • Make sure you understand how your tax preparer is being paid. Avoid those who base their fees on a percentage of the refund. Make sure your refund is sent directly to you from the IRS. Under no circumstances should you allow any funds to be deposited into a third-party account.
     
  • Never sign a blank return. The IRS will hold you personally responsible for any errors or omissions on the return, even when it’s prepared by someone else. Always carefully review your return and make sure you understand everything before you sign.

For more information about filing your taxes or help finding a qualified tax professional, please contact our office.

Footnotes, Disclosures & Sources

Neither the named representative nor the named Broker dealer or Investment Advisor gives tax or legal advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Please consult your financial advisor for further information.

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Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.

Tip courtesy of IRS.gov

1.) http://www.irs.gov/uac/Tips-for-Choosing-a-Tax-Return-Preparer