considerations when hiring a sacramento tax preparer

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Considerations When Hiring A Sacramento Tax Preparer Brought to you by: Capital Tax Services Inc at http://ctssac.com

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Hiring a Sacramento tax preparer is very important regardless of the nature or size of your business. But you should be careful not to hire just anyone that you come across since not everyone who claims to be a tax preparer is qualified for this job. For more articles on taxes and CPA firms, be sure to check out my website today. Go to http://ctssac.com/firmprofile.php now! - PowerPoint PPT Presentation

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Page 1: Considerations When Hiring A Sacramento Tax Preparer

Considerations When Hiring A Sacramento Tax

Preparer

Brought to you by: Capital Tax Services Inc at http://ctssac.com

Page 2: Considerations When Hiring A Sacramento Tax Preparer

Considerations When Hiring A Sacramento Tax Preparer

www.ctssac.com

Hiring a Sacramento tax preparer is important regardless of the nature or size of your business. But you should be careful not to hire just anyone that you come across since not everyone who claims to be a tax preparer is qualified for this job. If you hire the wrong person, you may end up doing your business more harm than good.

One thing that you should know when hiring a tax preparer for your taxes in Sacramento is that there is not one size fits all.

Page 3: Considerations When Hiring A Sacramento Tax Preparer

Considerations When Hiring A Sacramento Tax Preparer

www.ctssac.com

Even if you get recommendations from friends, family members or co-workers, you will need to evaluate them and make sure that they have the right qualifications to help you with the underlying task.

Among the things that will help you verify if a tax preparer is fit for the job is if they have a preparer tax identification number (PTIN). Any tax preparer that prepares federal tax returns must have a valid PTIN before doing this job.

Page 4: Considerations When Hiring A Sacramento Tax Preparer

Considerations When Hiring A Sacramento Tax Preparer

www.ctssac.com

Without it, they are not allowed to prepare tax returns. This is something that you should find out beforehand if you do not want to end up encountering problems when you hire the preparer.

It is also important to find out how the background of the tax preparer you are considering hiring is like before getting into business with them. Just because someone has passed certain tests or has some training does not mean they are qualified for the job.

Page 5: Considerations When Hiring A Sacramento Tax Preparer

Considerations When Hiring A Sacramento Tax Preparer

www.ctssac.com

You will need to know what experience the preparer has and how they are going to relate to the preparation of your returns.

The tax preparer you are considering hiring should also know the requirements of the state or locality where you are required to file the return, in this case Sacramento. Filing requirements may differ from one state to another, so it is very important for the preparer to understand that.

Page 6: Considerations When Hiring A Sacramento Tax Preparer

Considerations When Hiring A Sacramento Tax Preparer

www.ctssac.com

They should also be in a position to give you proper guidance if you own a real estate or business outside of Sacramento.

Another important thing you will need to consider before hiring a Sacramento tax preparer is how they determine their fees. Prices vary based on the return that is being filed, so you will need to know whether the tax preparer will require additional schedules, supporting forms among other out of the ordinary items.

Page 7: Considerations When Hiring A Sacramento Tax Preparer

Considerations When Hiring A Sacramento Tax Preparer

www.ctssac.com

If you do not want complexities when filing your return, you will need to avoid preparers that base their fee on the percentage of the anticipated refund. Such preparers usually have a financial incentive that encourages inappropriate credit and deductions.

You will also need to find out from the tax preparer you are considering hiring if you can file electronically. This is the fastest way to get your refund and it involves very few errors, or no errors at all.

Page 8: Considerations When Hiring A Sacramento Tax Preparer

Considerations When Hiring A Sacramento Tax Preparer

www.ctssac.com

It is also a requirement for any tax preparer that preparers as well as files over ten clients to file electronically.

For more articles on taxes and CPA firms, be sure to check out my website today. Go to http://ctssac.com/firmprofile.php now!

Page 9: Considerations When Hiring A Sacramento Tax Preparer

Considerations When Hiring A Sacramento Tax

Preparer

Brought to you by: Capital Tax Services Inc at http://ctssac.com