Choosing an Income Tax Preparer

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A national money expert's website references a survey of 2,000 taxpayers. The survey found that people who work with a tax expert to file their income tax return got an average of $840 more back in their refund than the average self-filer. Or put another way, on average paid $840 less in income taxes.

How to choose a tax preparer
Perhaps this year you’re considering abandoning the DIY method of income tax preparation. Maybe you’ve been thinking about finding a new tax professional or must replace your tax professional who retired last year. If so, choosing a tax professional is a serious decision. You might ask friends or people you trust for recommendations. Take time to contact and interview two to three candidates.

Use the information from the IRS website IRS Urges Taxpayers to Choose a Tax Preparer Wisely for the Filing Season Ahead to evaluate your current tax professional, or keep the information in mind when choosing a new tax preparer

Also read Tax Topic 254, How to Choose a Tax Return Preparer and use the IRS on line tool Directory of Federal Tax Return Preparers with Credentials and Select Qualifications for more information.

This could be the beginning of a long professional relationship that will be built on trust and your careful consideration. Don’t wait until the last minute to start your research.

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VITA (Volunteer Income Tax Assistance)

You may qualify for free tax preparation through IRS certified volunteers. Click here to see if you are eligible.