Tips for Choosing a Tax Preparer

by Uhlenbrock Cpa Accountant

When it comes down to tax preparation services in San Antonio, many people don’t know how to make a decision of hiring the right person for it. Sometimes, all you need is a little bit of guidance. Therefore, there are some tips that are curated in this article.

Have a look at the following and be sure to make a great decision while choosing a tax preparer for your tax preparation services in San Antonio.

Here are a few tips for all the taxpayers out there to remember while they select a preparer:

1.Checking the Qualifications of the Preparer.
With the help of the IRS Directory (of Federal Tax Return Preparers) along with Credentials and Select Qualifications, you can easily do this. This particular tool would help you as a taxpayer by finding a tax return preparer who has specific qualifications. This directory is a searchable as well as a sortable listing of all available preparers.

2.Checking the History of the Preparer.
It’s always a great idea to go ahead and ask the Better Business Bureau about the given preparer that you’re taking into consideration. Always remember to check for disciplinary actions as well as the license status for the credentialed preparers. In the case of CPAs, remember to check with the State Board of Accountancy. In the case of attorneys, remember to check with the State Bar Association. In the case of enrolled agents, remember to go to the verify enrolled agent status page given on the IRS.gov or go ahead and check the directory.

3.Ask them to E-File.

All the taxpayers out there absolutely must make sure that their preparer is offering IRS e-file. The fact is the quickest way for any taxpayer to get his or her refund is to electronically file their federal tax return as well as use the way of direct deposit.

4.Making Sure that the Preparer is Available.

You should always avoid fly-by-night preparers. Before anything else, make sure that they are and will be available for you when you need them to be.

5.Reviewing Before Signing.

Always remember, that before you sign a tax return, you need to review it. Feel free to ask questions if something is not clear to you at all. As a taxpayer, you should be feeling comfortable with the accuracy of your return before you ever put your signature on it. You should also be making sure that your refund goes directly to you and never to the preparer’s bank account. Make sure to review the routing as well as the bank account number on the completed return. Ask the preparer to always give you a copy of the completed tax return.

6.Never Signing a Blank Return.

Lastly, always remember to not go for a tax preparer who is asking you to sign a blank tax form.

So, when it comes down to tax preparation services in San Antonio, you can be someone who is sure of the decision they are making by following the above tips.

SUMMARY: Uhlenbrock CPA, is an accountant in San Antonio that provides professional accounting services to their customers since many years now. They are accurate and as precise as one can possibly be, when it comes to giving one of the best bookkeeping solutions in San Antonio. Apart from tax services and bookkeeping San Antonio, they also offer a variety of other accounting services that include IRS audit representation etc. In all these years, they’ve always been known for their punctuality as well as client relationships. With an extensive experience in accounting, their skill set is wider than other accountants.
You can visit them at: www.uhlenbrockcpa.com
Contact number: 210-701-1040