When you are going to pay someone to prepare your taxes for you, you need to do everything possible to make sure you are getting your money’s worth. When you trust someone to prepare your taxes for you, they have to be reliable. Here are four things you need to keep in mind when you are hiring a tax professional.
1. Get a Referral
When you know someone else has enjoyed the services of a tax pro, it can help put your mind at ease. You should ask your friends and business associates if they have any recommendations for a Miami tax preparer you can use. It doesn’t hurt to go online and look for recommendations as well.
2. Interview Candidates
You should not just jump at the first tax preparer you come across. Picking someone to do your taxes is kind of an intimate thing. You need to make sure you can find someone who you are comfortable with. The best way to do this is to sit down and interview tax professional before you hire one.
3. Find a Tax Preparer with Good Credentials
When you are looking accountants to do your taxes, you should make sure that they have solid credentials before you hire them. Look for accounting services in Miami that are staffed by CPAs who are members in good standing with the Florida licensing board. If you can find CPAs with the personal financial specialist (PFS) designation, it is a good sign that they know what they are doing.
4. Check out the Fees Carefully
Make sure that you know exactly who much you are going to be charged before you hire a tax preparer. You need to look out for any tax preparer who does not give you a clear, easy-to-understand breakdown of the fee structure. Do not use any tax preparer who bases his fee on a percentage of your return, which is a warning sign that the tax preparer is not fully on the level. Tax preparers who work on a percentage basis have an incentive to use questionable accounting tactics that may get you in trouble with the IRS down the road.