this post was submitted on 21 Feb 2025
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Asklemmy

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USA: How do you find a reliable accountant? (lemmy.ml)
submitted 1 week ago* (last edited 1 week ago) by [email protected] to c/[email protected]
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What are things that you look for?

What are some red flags?

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[โ€“] [email protected] 2 points 1 week ago

This is more for a tax preparer, but might be useful in your situation that my organization put together.

Top Questions to Ask a Paid Preparer

  1. How do you determine your fee and how much will it cost?

    • Reasonable fees vary, but the cost to prepare your return should not be based on the amount of your refund.

  2. Are you open and available all year-round?

    • Preparers should be available year-round to help you as needed.

  3. What is the expected time frame for receiving my completed tax returns after submitting all required documents?

    • Setting clear expectations is crucial.

  4. If the Michigan Department of Treasury or IRS contacts me regarding my return, will you be able to assist me?

    • The answer should be yes because you must respond if this happens.

  5. Will you be signing the tax return as a preparer?

    • Yes.

    May I see proof of your PTIN?

    • All signing preparers are required to have a PTIN.

  6. How is your data protected?

    • The preparer should have a written security plan as required by the IRS.

  7. Will I be receiving my refund directly (i.e., through the mail or direct deposit)?

    • Refunds should come to you directly, and direct deposit is the fastest and safest way to get your refund.

  8. Will you provide me with a copy of my completed tax return and return any original documents I provided?

    • Yes.

  9. Are you affiliated with a professional organization?

  10. How do you learn about new tax laws?

  • The best answer is through continuing education.
  1. Do you have a professional license, credential, or training? If so, may I see proof including current status?

*A "no" response to questions 8 & 9 does not necessarily mean that the tax preparer has a lesser ability to properly prepare your tax return.