Can you believe it’s almost here?
No, I’m not thinking about Christmas! Although that is just around the corner, but I’m one of those people who like to celebrate my holidays one at a time, so no lights, decorations or stockings at my house until Thanksgiving has been thoroughly enjoyed with family and dear friends.
The “IT” I am referring to is tax season. That dreaded time of year when dear Uncle Sam decides it is time to “settle up.”
I have spent the last eight months working towards being ready to take on this tax season with the launch of a new business. I am taking on clients and will work with you to make this tax season pain-free.
There is no one size fits all in the tax preparation business. I will only work with clients for whom I can provide quality service specifically for their needs. There are several keys to finding a perfect fit; ask these questions of any potential tax preparer.
- Do you have a PTIN? (A tax preparer must have a Preparer Tax Identification Number issued by the IRS.)
- What records or documentation will you need from me? (A qualified preparer will insist that you provide your W-2, 1098, 1099 and other verification of income and expenses.)
- Can I file electronically? (It is the fastest way to get your refund.)
- Who will sign my return? (Don’t trust a preparer who will not (or cannot) sign your return.)
- When will I receive a copy of my return? (You should receive a complete copy of your return within a reasonable amount of time following your submission of documents. You should ALWAYS receive a copy for your own records.)
- How do I find you if I have a question after tax season is over? (My business is not confined to tax preparation; I am available all year.)
You want to end up creating a relationship with your tax professional, just as you would with your hair dresser or doctor. Do your research and ask questions; it will be worth it.
If you are interested in tax preparation or other money management services, please submit the contact form below.