[fname], last week I covered questions #5 & #6 from my report on the 12 Do's, Don'ts And Questions To Ask Before Hiring a Tax Preparation Individual To Do Your Personal Taxes.

This week here are the items #7 & #8 of the do's and don'ts to ask, as well as "keep in mind" before choosing a tax preparer:

#7 - ASK what the preparer's availability or schedule will be during and after tax season. Make sure you'll be able to contact the tax preparer after your return is filed as well as after the April 15 due date.

This will be helpful in the event questions come up about your tax return.

#8 - DO provide organized records and receipts. Good tax preparers will ask to see your records and receipts. They should also ask you questions to determine your total income, deductions, tax credits and other items.

We strongly suggest you do not rely on a preparer who is willing to e-file your return using your last pay stub instead of your Form W-2. This is against IRS e-file rules.

Remember if you are paying someone to prepare your federal income tax return for you it is good common sense and makes financial sense for you to choose that person carefully and wisely.

That's why I offer a FREE 30-Minute Consultation where you can call (or call to schedule a time) and tell me about your situation or company, ask me questions and see if it makes sense to talking more about becoming your accounting firm.

All you need to do is call me at 801-521-4538.

I hope you enjoy the information!

PS. Just a reminder that the report comes in a PDF you can download. You can use the direct link below to go to the page with a download link:


Regards, Ray

Ray Clark, CPA
Clark & Clark, PC
203 East 800 South, 2nd Fl
Salt Lake City, UT 84111