Dayton Daily News

Choosing right tax preparer a difficult but important decision

- John North John North is president of the Dayton Better Business Bureau.

It’s tax season and filing your s can be overwhelmi­ng and complicate­d. Sometimes, it makes the most sense to hire someone to handle them. Instead of rushing to file without a full understand­ing, consider hiring a tax preparer — someone who is familiar with tax laws, procedures and practices of filing taxes. While they charge a fee for service, they are often well informed about what to do about your taxes.

If you’re looking for someone to handle your tax return, Better Business Bureau offers these tips:

■ Ask friends and family for recommenda­tions.

■ Check online reviews for tax preparers.

■ Verify credential­s. Profession­al tax preparers include enrolled agents, tax attorneys and CPAs. Confirm the preparer is appropriat­ely licensed.

■ Ask the preparer if he or she is a member of a profession­al organizati­on, such as the National Associatio­n of Tax Profession­als or the American Academy of Attorney CPAs.

■ Check the preparer’s reputation, years of service and the variety of tax forms completed. What is his or her area of expertise? Make sure you are comfortabl­e with them.

■ Check accessibil­ity. You may need to contact your preparer after tax season is over. Will he or she be available?

■ Inquire as to how the tax preparer intends to keep your personal informatio­n safe.

■ Look for a preparer who will e-file your returns. The IRS requires any paid preparer who does more than 10 returns for clients to file electronic­ally via the IRS’ e-file system.

■ Do not use a tax preparer that isn’t willing to sign your return or provide you with an Preparer Tax ID Number.

■ Get everything in writing. Know what preparing your return will cost, what the fee covers, and whether the cost changes if you have a complicate­d return. Ask if the preparer will represent you in case of an audit. Be leery of any tax preparer who won’t provide informatio­n before doing work.

■ Check your return for mistakes before signing and submitting it. Even if you don’t prepare your own forms, you are responsibl­e for what is on them.

Watch for red flags. Never use a tax preparer who offers to file your return using your last pay stub — this is against IRS rules. Be wary of promises you’ll get a refund. Until the preparer knows your situation, there is no way to know whether you’ll get a refund. And beware preparers claiming they will prepare your return for a percentage of the refund.

Visit bbb.org or call 937-2225825 or 800-776-5301. BBB can provide lists of BBB Accredited Businesses in the industry and Business Profiles on ones you may be considerin­g.

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