To find the ideal tax preparer for your situation, it is important to ask some critical questions. According to Forbes, there are five important questions ask:

  1. Does your tax preparer have a PTIN (Preparer Tax Identification Number)? To verify a PTIN, visit the Internal Revenue Service (IRS) online PTIN directory.
  2. What are your tax preparer’s credentials? Qualified preparers should be certified planners, public accountants, or enrolled agents.
  3. What’s you tax preparer’s experience with tax preparation? Ask your tax preparer about their experience with your specific tax situation.
  4. Does your tax preparer know your state and localities requirements? Each state and locality has specific filing requirements – your tax preparer must be able to handle such guidelines.
  5. What records and other documentation will your tax preparer need from you? Typically, your tax preparer will require you W-2, 1099, and 1098 forms – however, be sure to ask what other documents may be needed to prepare a valid return.

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