[fname], last week I covered questions #3 & #4 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 #5 & #6 of the do's and don'ts to ask, as well as "keep in mind" before choosing a tax preparer:

#5 - ASK and make sure any refund due to you is sent to you or deposited directly into your bank account. DON'T hire a preparer or at least consider it a big red flag if a preparer suggests or tells you the taxpayer, that you should deposit your refund into a their preparer's bank account.

#6 - ASK and make sure your preparer offers IRS e-file (electronic filing) so that your return be submitted to the IRS electronically generally meaning no paper return is being mailed to the IRS (you still should print out and sign a paper copy of your return for your personal records). Any tax professional who gets paid to prepare and file more than 10 returns generally must file the returns electronically. It is the safest and most accurate way to file a return, whether you do it alone or pay someone to prepare and file for you.

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!

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, Charlie

Charles S. Wilson, CPA/CFF, CGMA
Charles Wilson, LLC
307 S. Friendswood Dr, Ste B-2
Friendswood, TX 77546
281-993-4530 (O)
866-567-3975 (F)