Tips for Taxpayers to Keep in Mind when Selecting a Tax Professional

Time For Taxes Message Shows Taxation Due

For many families throughout Central Florida, annual tax refunds can provide a much needed financial boost. But for those that need it most, many end up losing large portions of their refund because of their taxes due to service fees

Avoid preparers who base their fee on a percentage of the refund or those who say they can get larger refunds than others.

Taxpayers need to ensure that any refund due is sent to them or deposited into their bank account, not into a preparer’s account. Be sure to use a preparer with a preparer tax identification number (PTIN). Paid tax return preparers must have a current PTIN to prepare a tax return. It is also a good idea to ask the preparer if they belong to a professional organization and attend continuing education classes.

Research the preparer’s history. Check with the Better Business Bureau to see if the preparer has a questionable history. For the status of an enrolled agent’s license, check with the IRS Office of Enrollment (enrolled agents are licensed by the IRS and are specifically trained in federal tax planning, preparation and representation). For certified public accountants, verify with the state board of accountancy; for attorneys, check with the state bar association.

At Account On Us you can rest assured that you are dealing with a tax preparer that is highly trusted and respected in the community. We are a Diamond Partner in the St. Cloud Chamber of Commerce and have been on the Board of Directors for many years. We are here to serve, guide and direct you. If you’re looking for the best in accounting service, payroll services, tax planning and more… call us at 407.892.1066! or contact Account On Us today!

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