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.