Four Tips for Choosing a Tax Preparer IA Expert
Choosing a tax preparer is a major decision. If you choose a bad one, you might not get as much money back on your returns as you were expecting. But if you choose a qualified one, you will get the money you deserve. Here are some great tips to choose a tax preparer IA expert that will serve your needs.
The first place to start when choosing a tax preparer IA specialist is with their qualifications. In order to be a legally paid tax preparer, one has to have a Preparer Tax Identification Number, or PTIN. In addition to that, they should also be affiliated with a professional organization related to certified public accounting and they should also complete recent classes related to their profession. Tax codes are always changing and it’s important for your tax preparer to keep up with the latest changes so they can get the best return for you possible.
Check Their History
Before making your final choice on a tax preparer IA expert, you should check out their history. You can do this by looking them up on the Better Business Bureau’s website to see if any complaints have been filed. Also, check to see if any disciplinary actions have been filed against the preparer, such as suspension of their license or some other action. This will help you determine if this is the best preparer for your needs.
A qualified tax preparer will offer an electronic filing service for their clients. This is an option that clients can benefit from because it gets their taxes filed quicker. Since 1990, more than one billion tax returns have been securely filed electronically. If your tax preparer doesn’t offer electronic filing to the IRS, you should choose a more qualified preparer with the latest technologies and services.
Bring Receipts and Records
A qualified and reputable tax preparer is going to ask you to bring any relevant records and receipts with you when they work on your return. They will also ask you many questions to better understand your financial situation so they can prepare your taxes correctly. They will likely ask about your income, your deductions and anything else they will need to know for tax purposes. If the tax preparer offers to electronically file your taxes before you receive your W2 forms or without other important records, they are going against the rules of the IRS and you should choose a different preparer.
Are you searching for a qualified tax preparer in Iowa? If so, David L. Bowser, PC can help. We have grown our practice for more than three decades and we are one of the most reputable CPA firms in the area. Learn more about our services and our firm by going to Website Url.