Are you searching to find the best Tax Preparer in Ventura, CA in 2019? Are you wondering where to find the best tax preparer in Ventura 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 Ventura market and have found the best Tax preparer along with a list of critical questions for you to ask your Tax Preparer.
After careful consideration, here is our selection.
SmartGuy® Best Tax Return Preparer in Ventura, CA is:
Your Tax Staff
674 County Square Dr., Suite 105
Ventura, CA 93003
FAX: (805) 830-1626
Some hints & tips in choosing a Professional Tax Preparer
The Internal Revenue Service (IRS) recently announced a list of Tax Scams and fraudulent Tax preparation tips. They called it ‘2019 Dirty Dozen’. It is crucial for you to know how to look for (interview) a trusted Tax Preparer that you are going to entrust your financials for you and your business.
If you are the type of person that has 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,’ which is the most significant tax reform legislation in 30 years. Tax professionals 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. Be aware that there are a minority of dishonest tax preparers that perpetrate refund fraud, identity theft, and other scams that hurt innocent taxpayers.
Choose a Tax preparer who you trust with your most sensitive tax and financial information.
About 53.5 percent of taxpayers used a paid preparer in 2016. Even if you selected the best tax professional, 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:
Easily accessible Year-round – If you have a question about your return or any other related tax item, you may need to contact them after the filing season is over. So, they should be available all the time.
IRS Preparer Tax Identification Number (PTIN) – Your paid tax return preparer is required to register with the IRS, have a PTIN, and they must include it on your tax returns.
Professional credentials -There are different levels of Professional Tax Preparers: Enrolled Agent (EA), Certified Public Accountant (CPA), or attorney. Ask if they belong to a professional organization or have attended continuing education classes for this year? Tax laws can be complex, so your Tax preparer should be up to date on tax topics.
Preparer’s qualifications -You can use the IRS Directory of Federal Tax Return Preparers with Credentials and Select the ones near you. This tool will help locate a preparer with the preferred qualifications.
Preparer’s history -Ask your friends and others in the business. Go to the Better Business Bureau website for information about the tax preparer.
Service fees -Do not use a tax preparer who bases their fees on a percentage of their client’s refund or who boast about getting a large refund compared to their competition. Before deciding on the Tax Preparer for you, DO NOT give tax documents, or any other sensitive information to a tax preparer.
IRS-e-File -This is the safest and most accurate way to file. Do they offer IRS e-file? Tax Preparers that have done taxes for more than ten clients, must file electronically.
Provide records and receipts -The best preparers want to see your documents. They will also ask questions to determine the client’s total income, deductions, tax credits, and other items. Be sure they ask for your W-2’s if they use a pay stub instead of a Form W-2. This is against IRS e-file rules.
Understanding representation rules -These three professionals, Attorneys, CPAs, and enrolled agents (EA) can represent any client before the IRS in any situation. Annual Filing Season Program participants can represent taxpayers in limited situations if they prepared and signed the tax return. And be aware that 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 -Be sure to sign only a complete return. If you see a lot of blank areas, do not sign and ask questions.
Review your tax return before signing -If you see something that is not clear or appears inaccurate, ask questions. Make sure any refund is going to you, and not the preparer’s bank account.
Client Tip -Organize as much information as possible for the Tax Preparer. This will help to create an accurate return. Tax preparers can only use the information you provide for them. So, the more accuracy in gathering the information for them will generate a more accurate return. So, organize to make your Tax season stress free. You can create a spreadsheet or some other organized way to present the needed information to your Tax Professional. There are many tax organizing programs and forms on the internet to help you gather all the documents needed for you to complete and hand to your Tax Preparer.
More about our choice of Paul Chinn
Paul Chinn is the founder of ‘Your Tax Staff.’ He is a big believer that hard-working folks and small businesses have made America the great country that it really is. He believes the small businesses are a keystone to the country's continued prosperity and growth. Paul's mission is to help small businesses and individuals deal with complex and burdensome tax laws. Paul is an Enrolled Agent. He can make sure you are not paying more taxes than you must. He can represent you before the IRS and other government tax authorities, so you don't have to deal with their bureaucratic methods or intimidation.
"Let me put my 30+ years of tax and accounting experience to work for you in dealing with Uncle Sam and tax agents. As an auditor, accountant, and federally licensed tax practitioner, I will help you take advantage of all the tax deductions, exclusions, and exemptions made available by law to save on taxes while minimizing the chance of an audit. You have no patriotic duty to pay more tax than the law requires, and we make sure you don't." Paul Chinn