Financial advisors need to show CPAs how both parties can benefit from their professional relationship.
Make sure you find someone who is qualified and competent.
For several years, researchers have been sending people into tax preparation offices to test the quality of the work. The results have been scary.
Funny meme on what tax accountants do from different perspectives.
Don’t get “ghosted,” the Internal Revenue Service says in a new warning about unscrupulous tax preparers who make big promises — then disappear.
If tax preparers haven’t established security practices to protect their clients’ data, that failure could result in an investigation by the Federal Trade Commission (FTC).
... and 4 challenges.<br>By Frank Stitely<br>The Relentless CPA
ALSO: Why error tracking is vital.<br>By Frank Stitely<br>The Relentless CPA
With a new tax code in play, who's going to help you file your taxes this year - a Tax Preparer or CPA? You’ll need to know who you can turn to for support.
There are several different paths to becoming a tax preparer, with some much more lucrative than others.
When hiring a tax pro, go beyond references. Ask pointed questions and look for warning signs.
Every taxpayer – and every year – is different, so here are four factors to help you decide whether a tax pro or software is best for you.
Taxes are hard enough without having to deal with a lousy — or worse, unethical — tax preparer that could set you up for an unpleasant audit down the line.
It’s the time of the year when many taxpayers choose a tax preparer to help file a tax return. These taxpayers should choose their tax return preparer wisely. This is because taxpayers are responsible for all the information on their income tax return. That’s true no matter
Before handing over your personal information to a stranger, do a little audit work of your own.
Independent tax preparers are less regulated than hair stylists
If you hire a tax preparer, you’re probably doing so in large part for the peace of mind it provides, via assurances that all the complicated deductions and expenses are accounted for—no one wants to interact with the IRS more than absolutely necessary. But sometimes even professionals mess up.
An experienced tax preparer can sense when a client is lying. Find out what sets off their lie detectors.
Many people will gladly pay a professional to prepare their tax returns, deal with their tax headaches and give them advice, but some things you don't