The first filing date of 2015 was January 20, 2015 for the 2014 tax year. Are you a self-preparer with a complicated return this year? Have you decided that you need professional help after receiving an IRS notice regarding a previous year’s self-prepared tax returns? Did your tax preparer retire? Are you looking for a tax preparer because you were not satisfied with your current preparer? Now is the time to look for an experienced and professional CPA to help you file your taxes. Whether you are an individual dealing with a major life change, a small business with complex tax information, or just looking for competent guidance in Estate and Fiduciary tax preparation for a loved one’s estate, James L. Hintzke, CPA of New Berlin and Rhinelander is the tax professional you can trust.
When searching for a new tax preparer, consider these tips:
Check to be sure the preparer has an IRS Preparer Tax Identification Number ( PTIN ). Anyone with a valid 2015 PTIN is authorized to prepare federal tax returns. Tax return preparers have differing levels of skills, education, and experience. An important difference in the types of practitioners is “representation rights”.
Ask the tax preparer if he/she has a professional credential (certified public accountant, attorney, enrolled agent), belong to a professional organization, or attend continuing education classes. A number of tax law changes, including the Affordable Care Act provisions, can be complex. A competent tax professional needs to be up-to-date in these matters.
Provide records and receipts. Good preparers will ask to see your records and receipts. They’ll ask you questions to determine your total income, deductions, tax credits and other items.
Review your return before signing.
Always ensure any refund due is sent to you or deposited into your bank account.
Make sure your tax preparer is accessible all year round to answer questions.