The filing deadline for LLC’s has passed. How did you do on your own? I hope okay, but I’m a believer in hiring it out if you can. CPA’s (certified public accountants) and EA’s (enrolled agents) are highly educated and practiced in tax laws and can maximize your return.
Here’s the lowdown straight from the IRS’s friendly guide, “Tips for Choosing a Tax Preparer” linked here.
1. Look for a PTIN:
Before you hand over your financial secrets, make sure your tax buddy has a Preparer Tax Identification Number (PTIN). This means they are legally allowed to prepare tax returns in exchange for compensation.
2. Are they part of the cool kids crew?:
Look for a preparer who’s has memberships in groups like the National Association of Enrolled Agents (NAEA) or the American Institute of Certified Public Accountants (AICPA), which is a big indicator of legitimacy.
3. Chat About Fees (Because No One Likes Surprises!):
You’d be surprised to know how many people sign up for services with a tax preparer without even asking about the cost. Ask upfront so you’re not unpleasantly surprised by a bill that’s higher than you anticipated.
4. E-Filing, Because We’re in the 21st Century, Darling!
Who loves standing in line? Not us! E-filing is like the express lane for your taxes—fast, efficient, and way more fun. Your tax buddy should be all about that tech-savvy life! 💻🚀
5. Let’s Check Reputation!
Your preparer’s rep is everything! Check them out on Better Business Bureau or state boards—because we only roll with professionals with a stellar reputation! 🌟🕵️♀️
6. Availability:
Got a tax question? Your tax preparer should be there for you, either answering your calls or getting back to you in a timely manner. It’s a friendship!🌙📞
7. Say No to Blank Returns (Because We’re No-Nonsense!)
Your signature is like your autograph—priceless! Never sign a blank tax return, just like you wouldn’t sign a blank birthday card. Let’s keep things personal, shall we? 🖊️🎂
To all my womenpreneurs, finding a tax preparer should feel like discovering a new favorite playlist—exciting and stress-free. So, dive into the IRS’s article for a quick read on choosing your tax adventure sidekick. It’s serious tax talk! 🎶📘