Find the Best Tax Preparer in Cary NC in 2019 near me
Are you searching to find the best Tax Preparer in Cary, NC in 2019? wondering where to find the best tax preparer in Cary near me? There are many companies that will prepare tax returns, but which one is the best? Will they rush through the tax preparation process to get to the next client? We have researched the Cary market and have a list of critical questions for you to ask your Tax Preparer.
SmartGuy® Best Tax Return Preparer in Cary, NC is to be determined::
Some hints & tips in choosing a Professional Tax Preparer
The Internal Revenue Service (IRS) recently announced it’s ‘2019 Dirty Dozen’, a list of Tax Scams and fraudulent Tax preparation tips. That is why it is so crucial for you to know how to look for (interview) that trusted Tax Preparer that you are going to entrust your financials for you and your business.
If you have always prepared your own taxes over the years with one of the many software programs, you may want to consider a paid professional because of the ‘Tax Cuts and Jobs Act’ the most significant tax reform legislation in 30 years. A Tax professional will prepare your taxes knowing all the tax laws to implement in your returns. Selecting the right tax professional is vitally important.
Most tax professionals provide honest, high-quality service, there is a minority of dishonest preparers that pop-up each filing season perpetrating refund fraud, identity theft and other scams that hurt innocent taxpayers.
Be careful to choose a Tax preparer who you trust with your most sensitive tax and financial information.
In 2016, about 53.5 percent of taxpayers used a paid preparer. Selecting the right tax professional is vitally important. However, the taxpayer is ultimately responsible for the accuracy of their tax return, regardless of who prepares it.
Here are some simple hints & tips taxpayers can follow to make sure they’re getting good, professional help and avoid fraudsters:
- Year Around – Are they available year-round. If you have a question about your return or any other related tax item, you may need to contact the preparer after the filing season is over.
- IRS preparer Tax Identification Number (PTIN) - Paid tax return preparers are required to register with the IRS, have a PTIN and include it on tax returns.
- Professional Credentials -are they an Enrolled Agent (EA), Certified Public Accountant (CPA) or attorney. Do they belong to professional organization or attend continuing education classes? Because tax law can be complex, competent tax preparers remain up-to-date on tax topics.
- Preparer’s qualifications -Use the IRS Directory of Federal Tax Return Preparers with Credentials and Select Qualifications. This tool can help locate a preparer with the preferred qualifications.
- Preparer’s history -Check the Better Business Bureau website for information about the preparer.
- Service fees -Avoid preparers who base their fees on a percentage of their client’s refund or boast about getting a large refund compared to their competition. Before you decide about which Tax Preparer you will be using, DO NOT give tax documents, or any other sensitive information to a preparer.
- IRS-e-File -Does the preparer offers IRS e-file? If the Tax Preparer you are interviewing has done taxes for more than 10 clients, they must file electronically, plus It is the safest and most accurate way to file.
- Provide records and receipts. Good preparers ask to see your documents. They’ll also ask questions to determine the client’s total income, deductions, tax credits and other items. Do not hire a preparer who e-files a tax return using a pay stub instead of a Form W-2. This is against IRS e-file rules.
- Understand representation rules -Attorneys, CPAs and enrolled agents (EA) can represent any client before the IRS in any situation. Annual Filing Season Program participants may represent taxpayers in limited situations if they prepared and signed the tax return. But non-credentialed preparers who do not participate in this program may only represent clients on returns they prepared and signed before the end of 2015.
- Signing your Tax Form- Never sign a blank or incomplete return.
- Review the tax return before signing -Ask questions if something is not clear or appears inaccurate. Be sure any refund is going to you, the tax payer. – not the preparer’s bank account.
A tip for you, the client. -The more information you can organize for the Tax Preparer, the more accurate your return will be. The tax preparer can only use the information you provide for them. So, it is a good idea for you to be organized to make your Tax season stress free. Create a spreadsheet or some other organized way to present the needed information to your Tax man or woman.