Subscribe: Tips On How To Choose A Tax Preparer
Tips On How To Choose A Tax Preparer
How to choose a tax professional? That’s an individual decision, depending on your needs and expectations. But here’s a quick checklist to guide you through the process.
Evaluate Your Needs.
1. If computing your end-of-year tax obligations requires basic information only – employment income reported on W-2s, mortgage interest and real estate taxes – and you are not looking for planning and/or financial guidance, then a national tax firm such as H&R Block or Jackson Hewlett may fit the bill.
These folks do a good job with basic situations. Firms such as these use part-time personnel with good basic training. However, most do not have the in-depth knowledge needed for more complex returns. And if you think you’ll need tax counsel after April 15th, don’t look for your preparer, since these companies typically don’t keep their part-time people on staff after tax season. While someone at …
