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Finding the

Right Income Tax


By Tina Moe, CPA

Tax time quickly approaching

– ok, so is Thanksgiving and

Christmas but it’s the right

time to start thinking about

your taxes too. You may

be considering using a tax

professional to make sure that

your taxes are prepared timely

and accurately and to help you

navigate the ever-changing

complexities of our tax code.

If so, here are some important

tips that you should know.

All legitimate tax preparers are

required to register with the

Internal Revenue Service and

obtain a PTIN, or a preparer tax

ID number. But still, this does

not mean that all tax preparers

are qualified to handle your

specific tax needs.

Certified public accountants,

enrolled agents, and attorneys

are suggested by experts

as your safest way to go as

these professionals are highly

educated and require many

hours of training and continuing

education to stay abreast of

the new tax law developments.

I recommend beginning your

search for a tax professional by

tapping into your resources; your

network of family and friends

by asking who they use and if

they’re happy with their services.

You can also go online to the

American Society of Accountants

or the American Institute of

Certified Accountants, both of

which have a directory on their

website to help you get linked up

with a professional in your area.

Once you find the names of

a couple of tax experts, take

action now and give them a

call. Ask them if they’re taking

on new clients. What their

availability is. What their fee

schedule is. Do they charge by

the hour, by the form, or a flat

rate? Do they have a niche or a

specialty for which they provide

tax services?

Youcanfinda full listof questions

to ask them on the website

for the American Institute of

Certified Public Accountants.

Be sure to research this

professional by checking with

the Better Business Bureau, the

State Boards of Accountancy,

or even googling their name for

some potential online reviews.

Everyone wants to get their

taxes done quickly and

painlessly, but here are a few

tips of things not to do. Don’t

agree to pay contingency fees.

This means that your preparer




NOV. 2015


Core Business Strategies