Springfield News-Sun

Better Business Bureau offers tips for hiring a tax preparer

- John North

Doing your taxes can be overwhelmi­ng. This year, you may be looking for someone to help with the process.

A tax preparer is a profession­al who knows a lot about the system and how to get the most out of your taxes. They include enrolled agents, tax attorneys and CPAs. Verify these credential­s as you shop for a trustworth­y profession­al.

If you want to hire a tax preparer, Better Business Bureau offers these tips:

■ Ask friends and family for recommenda­tions and check online reviews.

■ Compare rates. Make sure you get a reasonable price, understand­ing that some lower prices may be too good to be true.

■ Confirm the preparer is properly licensed and is registered with the IRS and the state.

■ Ask the preparer if he or she is a member of a profession­al organizati­on, such as the National Associatio­n of Tax Profession­als, the National Associatio­n of Enrolled

Agents, the American Institute of Certified Public Accountant­s or the American Academy of Attorney CPAs.

■ Check the preparer’s reputation, years of service and the variety of tax forms completed.

■ Meet with them before making your final decision. A faceto-face meeting can help alleviate your tax anxieties. Don’t be afraid to ask questions.

■ Inquire as to how your personal informatio­n will be kept safe.

■ Look for a preparer who will e-file your returns.

■ Be sure the tax preparer will be available even after the filing season is over. You may need them to represent you in an audit.

■ Get a contract, which includes the cost, what the fee covers and whether the cost changes if you have a complicate­d return.

■ Check your return for mistakes before signing and be sure all blanks are completed before submitting it. Even if you don’t prepare your own forms, you’re still legally responsibl­e for what is on them.

As you shop for a tax preparer there are few red flags to watch out for. Don’t trust anyone who promises you’ll get a refund. Until the preparer knows your situation, there’s no way to know whether you’ll get a refund or how big it will be. Likewise, never use a tax preparer who offers to file your return using your last pay stub instead of your W-2, this is against IRS rules. Also, avoid preparers claiming they’ll prepare your tax return for a percentage of the refund or any tax preparer who won’t provide informatio­n of how they charge before doing work. And, be wary of a tax preparer that’s not willing to sign your return or provide you with their Preparer Tax Identifica­tion Number (PTIN).

For additional help hiring a tax preparer, visit BBB.org or call 937222-5825 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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