How to find a great tax agent

How to find a great tax agent

Tax preparers handle confidential information related to their customers. If you pay someone to do your taxes, you need to know that you can trust that person. Every year we see many people struggling with financial problems due to making a wrong choice regarding their tax preparer.
Below are some warning signs that you may be in danger of making a bad decision:
– If the preparer refuses to sign the tax return.
– If he promises a bigger tax return without checking your documents.
– If you are requested to sign the tax return without having it completed or it is blank.
– If they tell you your tax return will be paid to their bank account.
You have to make sure you are being offered the electronic delivery service. In addition, an important factor is to know the preparer’s qualifications, such if he has a professional license and if is taking continuing education courses. If your preparer is a Certified Public Accountant (CPA), an Enrolled Agent or a lawyer, they had the classes that are required in this profession. This includes having passed the CPA exam, the IRS special enrollment examination, or the lawyer bar exam to complete their credentials. That requires having education courses each year. Other preparers don´t have a professional license, but they voluntarily participate in the annual tax preparation program, which requires them to take some continuing education classes.
The IRS has a new directory of federal tax preparers with professional licenses and very good grades. On the website, www.irs.gov, you can get information to help you find a qualified tax preparer. This list contains all preparers who are CPAs, IRS Enrolled Agents, or lawyers. It also has a list of preparers who have chosen to participate in the tax season.
Remember that while you are choosing your tax preparer, only lawyers, CPAs and IRS Enrolled Agents have unlimited rights of representation. This means they can represent you for the IRS on all levels, including audits, collection and appeals, or charges. Other preparers have limited rights and can only represent you in tax return and limited situations. Whatever is your choice; but remember that ultimately the only one responsible for all the information on your tax return it is you.
Remember, if you have questions on this or other item call Jagg Tax Solution Inc. at (909) 590-9307.

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