Five Questions To Ask A Tax Preparer

Author: C.A.C Financial Services | | Categories: IRS Tax Help , Tax Preparation Services , Tax Professional

Blog by C.A.C Financial Services

If you’re looking to hire a tax preparer or an enrollment agent in Las Vegas, NV, to prepare your business tax return or avoid potential trouble with the IRS, it’s crucial to pick a reliable agent with high standards. After all, the end result of their service will directly affect your business! Therefore, it’s essential to choose a tax professional that you can trust to accurately handle your needs in a way that benefits you.

However, if you’ve never worked with a tax preparer or enrollment agent before, you may not know where to start when it comes to choosing the right one for your business. To make the whole process easier for you, I’ve outlined five valuable questions to ask a potential tax preparer.

During your initial consultation, ask these questions to understand if this professional is the right fit for you and can manage your taxes.

1. What’s your Preparer Tax Identification Number?
Every federal tax return preparer who prepares or assists in preparing a tax return must have a PTIN (Preparer Tax Identification Number). Make sure this unique number is included on your tax return.

2. What are your credentials?
Along with the PTIN, it is also crucial to know whether your tax preparer has valid credentials and is licensed by the IRS. Tax preparers need to specifically undergo training in federal tax planning, preparation, and representation. So, make sure to check and verify their credentials before enlisting their services.

3. How do you determine your fees?
Ask your prospective tax preparer what their fees are and whether they have an hourly billing rate or if they charge by the form. Make sure you’re aware of all this information so that you know what you’re paying for.

4. When will I receive a copy of my return?
Make sure your tax preparer provides a copy of the completed return to you. This acts as proof of submission of the tax return.

5 What will you do if I get audited?
The IRS usually audits a taxpayer either to double-check on the numbers or to look deeper into discrepancies. In case you face such situations, you will need someone to have your back and help you avoid being on the wrong side of the IRS.

If you’re looking for a trusted tax professional in Las Vegas, NV, committed to providing complete, accurate, and confidential tax services, then reach out to C.A.C Financial Services. My goal is to help taxpayers get the most out of their hard-earned money. I understand every taxpayer’s unique situation and help find a suitable financial solution that is beneficial and works best with their interest. My services include tax preparation services, small business bookkeeping and accounting services, payroll services, IRS tax help, and additional financial services. I extend these services to clients across Las Vegas, Summerlin, Henderson, Spring Valley, North Las Vegas, Paradise, Enterprise, Blue Diamond, Sunrise Manor, and Whitney.

Visit my website to learn more about what I do. You can even contact me by clicking here