Taxpayers who pay someone to do their taxes should choose a preparer
wisely. If you choose to use a paid tax preparer, it is important that
you find a qualified tax professional. Taxpayers are ultimately
responsible for everything on their return even when it's prepared by
someone else. While most tax return preparers are professional and
honest, taxpayers can use the following tips to choose a preparer who
will offer the best service for their tax preparation needs.
Ask about service fees. Avoid preparers who
claim they can obtain larger refunds than other preparers, or those who
guarantee results or base fees on a percentage of the amount of the
refund.
Plan Ahead. Choose a preparer you will be able to contact after the return is filed and one that will be responsive to your needs.
Get References. Ask questions and get
references from clients who have used the tax professional
before. Were they satisfied with the service received.
Research. Check to see if the preparer has
any questionable history with the Better Business Bureau, the state's
board of accountancy for CPAs or the state's bar association for
attorneys. Find out if the preparer belongs to a professional
organization that requires its members to pursue continuing education
and also holds them accountable to a code of ethics.
Determine if the preparer's credentials meet your needs.
Are they an Enrolled Agent, Certified Public Accountant or Tax
Attorney? Only attorneys, CPAs and enrolled agents can represent
taxpayers before the IRS in all matters including audits, collection
actions and appeals. Other return preparers may represent taxpayers
only in audits regarding a return they signed as a preparer.
Report suspected tax fraud and abusive tax preparers to the IRS on
Form 3949-A, Information Referral, or by sending a letter to Internal
Revenue Service, Fresno, CA 93888. Download Form 3949-A from
IRS.gov or order by mail at 1-800-829-3676.
