Do you know there are guidelines you should follow when selecting a Tax Accountant? Forbes.com noted that there are a number of questions you want to ask a potential tax preparer. Four such questions are listed below and how we answer these for our potential customers.
- Do you have a PTIN (Preparer Tax Identification Number)?According to Forbes, anyone who prepares federal tax returns for compensation must have a valid PTIN before preparing returns.
We are proud to say that we do have a PTIN number and are more than happy to share that with you should you need it.
- What is your tax background?This is what Forbes said on this topic. “A slew of letters following a name on a business card doesn’t necessarily mean more qualified. It can mean that the person has passed certain tests or has specific tax training. So ask what those letters mean – and how they would relate to the preparation of your return.”
Ranelli Williams, CPA, MBA is a Certified Public Accountant (CPA), certified to act as a public accountant. All CPAs are accountants but not all accountants are CPAs. To qualify as a CPA, candidates are required to pass an exam. As a CPA, I am required to take continuing education credits each year, including an ethics course. In addition to specializing in individual and small business taxes, I provide a wide range of services including accounting, auditing, and financial planning.
Eric Williams, MTax has a Master’s Degree with a specialization in taxes. He has been processing taxes for the past 10 years, first for his employer and then for our business, ERJ Services.
- Have you prepared a (fill in the blank) tax return before?com reminds us “no one size fits all. Because tax returns are not all the same, some tax preparers can do forms 1040-EZ in their sleep. Others are fluent in Schedules C (business) and/or E (rentals).” You want to make sure that your Tax Accountants are able to handle your tax needs.
Our fee schedule list all the forms we have experience with. Request a copy today.
- Do you know the requirements of the states and localities where I am required to file?
As accounting professionals and especially with the CPA designation, we are held to a high standard, part of which is to ensure that we do our due diligence as far as our clients are concerned. When we have a first time client in a particular state, we ensure that we familiarize ourselves with that state’s tax laws. In addition, our professional tax software prompts you for the state requirement. We currently have clients in several states.
If you have any other questions for us or would like to work with us for your tax or other financial needs, please contact us by clicking here, reach out to us at firstname.lastname@example.org or at 570-269-5324. We are happy to serve you!