3 Questions You Should Ask Before Hiring A Tax Professional

7 November 2016
 Categories: , Blog


Choosing someone to file your taxes is a big deal. You shouldn't just allow anyone to file your taxes for you or your business. You need to be selective about who you chose to do it for you. Here are some questions that you should ask before you allow someone to do your taxes for you.

1. Will You Be Signing My Return?

One of the most important questions you should ask upfront is if the person will be signing your taxes, because if they do, they have to have a PTIN (preparer tax identification number) if they say that they will not sign your document, or if they don't have a PTIN, then they are not the person for you. This means that they do not have the proper qualifications and they aren't going to protect you if there are problems. For example, if there is a problem with the return and the IRS comes after you, you need to have your tax preparer's information on the taxes so that the IRS knows who to consult about deductions and things that were taken. If they don't include their name, they absolve themselves of responsibility, which is a dangerous sign. Thus, don't hire anyone who won't sign the paper.

2. Have You Filed For Someone In My Position Before?

There are specific deductions and rules that are given for people in different situations. For example, if you are a farmer, you need to find someone who has done taxes for people who receive income through farming. If you choose someone to do your taxes who is only used to filing a 1040EZ to do your complex farming tax returns, you are not as likely to get the most out of your taxes. Thus, interview your tax professional to ensure that they have done taxes for people in your specific field, matching your needs.

3. Are You Familiar With The State Laws?

Every state is going to have different tax laws. Of course the federal tax laws are consistent between the states, but the state tax laws can be very confusing and if you don't know the laws in your state, you could get in big trouble. This is why it is best for you to find someone who is not only familiar with federal taxes, but state taxes as well.

By asking these questions before you hire a tax professional, you can be confident that you are hiring the best person for you.  

For more information, contact local professionals like Tax Recruiting Specialists.


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