thanks again for requesting my Free report on the
12 Do's, Don'ts And Questions To Ask Before Hiring a Tax Preparation
Individual To Do Your Personal Taxes.
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:
In case you did not get a chance to read the report yet, here are the first 2 questions of the do's and don'ts to ask, as well as "keep in mind" before choosing a tax preparer:
#1 - ASK the preparer what their IRS Preparer Tax Identification Number (PTIN) is. Anyone with a valid 2015 PTIN is authorized to prepare federal tax returns. Note that tax return preparers have differing levels of skills, education and expertise. An important difference in the types of practitioners is "representation rights". You can learn more about the several different types of return preparers on IRS.gov/chooseataxpro.
#2 - ASK the tax preparer if they have a professional credential (enrolled agent or EA, certified public accountant or CPA, or attorney), belong to a professional organization or attend continuing education or CE classes. Why is this important?
Because every year the number of tax law changes, including the new changes with the Affordable Care Act or Obamacare provisions, can be very complex. You want a competent tax professional who is up-to-date on these laws and changes. Tax return preparers are not required to have a professional credential. But if they don't you should make sure you understand the experience or qualifications of the preparer you select.
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 [aphone].
I hope you enjoy the information!
Charles S. Wilson, CPA/CFF, CGMA
Charles Wilson, LLC
307 S. Friendswood Dr, Ste B-2
Friendswood, TX 77546