Office of Tax and Revenue: Paid Tax Preparer Tips
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Tax Preparation Assistance
 

Here’s a list of things to keep in mind when choosing a paid preparer:

 

checked box Do choose a preparer who has a permanent office and will be around for months, or even years, after the return has been filed in case there is a problem with your tax return.

 

checked box Do ask your friends and neighbors who they use and trust.

 

checked box Do ask about the preparer’s qualifications. Tax professionals should be properly trained and should keep up with yearly changes to the tax code.

 

checked box Do ask about the fees up front, before the tax return is prepared. Ask if there are any costs for additional schedules (like Schedule EIC) or forms. Ask about fees for different refund options. Avoid preparers who base their fee on the amount of your refund.

 

checked box Don’t sign up for “Fast Cash Refunds” or “Instant Refunds.” Most of the quick refunds are actually refund anticipation loans (RALs). When you get a RAL, you’re borrowing against your refund, not getting your refund earlier. These loans are expensive and can cost up to $100, or even more, on top of what you pay for tax preparation. If you need your refund fast, ask about other options.

 

checked box Don’t work with anyone who suggests you lie or fudge numbers. You will be responsible for errors.

 

checked box Don’t sign a tax return that is blank or completed in pencil. Sign the return or authorize e-filing only after you have reviewed it with your preparer. Ask questions about anything you don’t understand.

 

checked box Do make sure the preparer signs your completed return and includes their address and Employer Identification Number (EIN) or Social Security Number. This is required by law.

 

checked box Do make copies of all the documents you give the preparer. Be sure to get a copy of your completed return and keep it on file for at least 3 years.