Tips for Finding a Qualified Tax Preparer
Making sure your taxes are done correctly could not be more important. If they are done incorrectly, it could result in EXPENSIVE downfalls. Whether you have a business or an individual, if you don't have a lot of experience doing your own taxes and are not sure how to go about it correctly, we urge you seek out a professional accountant in Mid Missouri for assistance. Our Central Missouri CPAs take this seriously. We want you to feel at ease when you trust Wilson Toellner CPA to do your taxes for you. You should never trust your taxes to an unqualified tax preparer and our qualified tax accountants in Mid Missouri are here to give you a few tips for finding a qualified tax preparer.
Source: https://www.irs.gov/newsroom/things-to-remember-when-choosing-a-tax-preparer
Use the IRS Directory for the Tax Preparer's Tax Qualifications
Feel at ease and truly see if the tax preparer you are seeing is qualified to be handling either your or your business taxes and check the IRS directory. This is where you can see their credentials. Just visit: https://irs.treasury.gov/rpo/rpo.jsf.
Check the CPA's History
Contact the State Board of Accountancy. They should be able to tell you if any disciplinary actions have been taken against the CPA you are inquiring about. They can also tell you the CPA's license status.
Be Careful When Asking About Service Fees
If a tax preparer asks you for things like your:
Tips for Finding a Qualified Tax Preparer
Source: https://www.irs.gov/newsroom/things-to-remember-when-choosing-a-tax-preparer
Use the IRS Directory for the Tax Preparer's Tax Qualifications
Feel at ease and truly see if the tax preparer you are seeing is qualified to be handling either your or your business taxes and check the IRS directory. This is where you can see their credentials. Just visit: https://irs.treasury.gov/rpo/rpo.jsf.
Check the CPA's History
Contact the State Board of Accountancy. They should be able to tell you if any disciplinary actions have been taken against the CPA you are inquiring about. They can also tell you the CPA's license status.
Be Careful When Asking About Service Fees
If a tax preparer asks you for things like your:
- Social Security Number
- Tax Documents
- Other Private Information
...just to show you their service fees, avoid giving any of that information to them at this stage. There are tax preparers out there who have wrongly used this information to file tax returns without the consent of the individual or business.
Don't EVER Use a Tax Preparer That Asks You to Sign a Blank Tax Return
You should never sign a blank tax return. If you are being asked to sign a blank tax return, the odds are the person asking is not a qualified tax preparer and you are being scammed or taken advantage of.
If You Ever Do Come Across a Tax Preparer That is Trying to Take Advantage of You, Report them to the IRS
Prevent this from happening to someone else and make sure they are reported. According to the IRS, "Use Form 14157, Complaint: Tax Return Preparer. If a taxpayer suspects a tax preparer filed or changed their return without the taxpayer’s consent, they should file Form 14157-A, Return Preparer Fraud or Misconduct Affidavit. Taxpayers can get these forms on IRS.gov any time."
For a Qualified Tax Preparer in Mid Missouri, Call Wilson Toellner CPA
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. Contact our Central Missouri CPA firm nearest to you for a consultation.
Our Success Stems From Your Success
For tax preparation services you can count on, call:
Sedalia -- (660) 827-4990
Marshall -- (660) 886-6815
Camdenton -- (573) 346-6822
Lake Ozark -- (573) 964-5739
Check out our website: www.WTCPA.com
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