Hey fabulous womenpreneurs and micro business owners gearing up for tax season! Let’s chat about something super important: finding a tax preparer who’s as cool as your go-to brunch buddy! Now, I might not be a tax preparer myself, but it’s safe to say I know a bit about taxes, since that’s what bookkeeping is FOR (along with getting the full picture of the health of your business).
Here’s the lowdown straight from the IRS’s friendly guide, “Tips for Choosing a Tax Preparer” linked here.
1. Meet Your Tax Buddy:
Before you hand over your financial secrets, make sure your tax buddy has a Tax Identification Number—kind of like having a BFF pass. Trust is key, right? 🌈🤝
2. Joining the Tax Squad:
Look for a preparer who’s part of the Tax Besties Club! Memberships in groups like the National Association of Enrolled Agents (NAEA) or the American Institute of Certified Public Accountants (AICPA) mean they’re totally legit friends in the tax world! 👯♀️🎉
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. But your money talks should be as chill as a coffee chat with your bestie. No hidden fees or surprises—just straight-up honesty about what you’re paying for! ☕💰
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 tax buddy’s rep is everything! Check them out on Better Business Bureau or state boards—because we only roll with friends who have a stellar reputation! 🌟🕵️♀️
6. Availability (Like a True BFF!):
Got a tax question? Your tax BFF should be there for you, just like your real BFF would! Your tax preparer should either answer your calls or get 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 buddy 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! 🎶📘