Tips To Find The Best Tax Consultant

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Tips To Find The Best Tax Consultant
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Tips To Find The Best Tax Consultant

• Its extremely important to be vigilant when you
  are looking for an accountant that suits your
  need because you will be sharing all your
  personal information and financial data with
  them. Finance and accounting scams are on the
  rise and many tax preparers or accountants
  promise unusually high refunds or tax avoidance
  deals. Thats a red flag.
• You can look for a tax consultant who asks more
  questions about your long-term goals and
  financial dreams. Only a thorough diagnosis by a
  tax professional will lead to major tax savings.
• You can contact us for all your accounting needs.
  We would be happy to help your business.

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Tips on finding the right CPA/ Accountant / Tax
preparer for you

• Request for a Preparer Tax Identification Number
  (PTIN)
• This is a first step in identifying a good tax
  consultant, most of them do not have that one. It
  will be okay to trust someone with a preparer tax
  identification number compared to just anyone out
  there. A PTIN is a prerequisite for every
  individual or firm who helps others prepare for
  their federal tax return especially when doing it
  for a reward from the client. However, anyone can
  request a PTIN online. But having a PTIN, is a
  step closer to hire one.

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Tips on finding the right CPA/ Accountant / Tax
preparer for you

• Request for a CPA, Law License or Enrolled Agent
  Designation
• Since it is easy to get a PTIN, you can hire
  someone that has gone the extra miles to be a
  certified public accountant or a licensed
  attorney to handle your tax preparation services.
  These individuals go through vigorous training
  programs to be licensed. So that makes them more
  reliable compared to someone with no additional
  qualification. It is easy to verify their
  information through online research and state
  enlisted societies. Most states and IRS will have
  information for such personals in online
  directories.

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Tips on finding the right CPA/ Accountant / Tax
preparer for you

• Check Federal and State Eligibility
• Some states require you to file state taxes as
  well, its important to have someone who is
  eligible in your state and understands the state
  specific guidelines. Example State of WA does
  not require State income tax filing however,
  State of CA has California state income taxes.
  Similarly, for corporates the payroll taxes will
  differ based on where you hire or where you are
  headquartered and many more federal plus state
  requirements. So, its important to have all the
  requirements in mind when you are looking to hire
  someone.

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Tips on finding the right CPA/ Accountant / Tax
preparer for you

• Ask if they will be your backup!
• Agents with a PTIN can represent you as the IRS
  is looking onto your case. They might represent
  you on audits, payments and collection matters.
  Tax preparers with just a PTIN wont be able to
  represent you whereas agents with a CPA,
  attorneys and enrolled agents can fully represent
  you. This can guide you into deciding whom to
  hire for your tax return filing based on your
  requirement or need.
• Above all, do not forget to ask for their
  availability. Even if they fit every criterion,
  if they are not available, it will be challenging
  for you and this might delay your tax return.

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