Choosing a Tax Professional Wisely

If you pay someone to prepare your tax return, the IRS urges you to choose that preparer wisely. Taxpayers are legally responsible for what’s on their tax return even if it is prepared by someone else. So, it is important to choose carefully when hiring an individual or firm to prepare your return.

Check the preparers’ qualifications and history.  Inquire about their fees and if they offer electronic filing.  Make sure the tax preparer is accessible and that you provide him or her with all receipts and records to prepare your return.  Never sign a blank return and review the entire return before you sign it.  Make sure the return includes the tax preparers tax identification number (PTIN) before signing.

You can report abusive tax preparers to the IRS on Form 14157, Complaint: Tax Return Preparer. Fill it out or order by mail at 800-TAX FORM (800-829-3676). The form includes the address where it should be mailed.

For more information, visit www.irs.gov.

Please contact our office for an initial consultation if you need legal advice at (941) 906-1231.