September 21, 2016
Early Withdrawal from a retirement account

How to Choose a Qualified Tax Professional

How to Choose a Qualified Tax Professional This article is all about “How to Choose a Qualified Tax Professional”If you have a complex tax situation or want help getting the maximum refund possible, you may want to turn to a tax professional to help you with your taxes. Now is a great time to start looking for professional tax help before the year ends and tax season begins. If you’re looking for a professional, there are a few things you should look for: Check for professional qualifications like an affiliation with a professional organization and a Preparer Tax Identification Number (PTIN). If you have a special tax situation, ask for the preparer’s experience helping people in similar circumstances. Make sure you understand how your tax preparer is being paid. Avoid those who base their fees on a percentage of the refund. Make sure your refund is sent directly to you from the IRS. Under no circumstances should you allow any funds to be deposited into a third-party account. Never sign a blank return. The IRS will hold you personally responsible for any errors or omissions on the return, even when it’s prepared by someone else. Always carefully review your return […]