The tax industry is constantly changing and tax professionals are subject to various federal and state regulations.
Here are Questions you should ask a Tax Accountant when deciding who to trust with your preparing your income taxes, along with our answers:
What licenses or designations do you have? CPA (Certified Public Accountant), E.A. (Enrolled Agent)
How long have you been in the tax business? Since 1992, 20 years
What tax issues do you specialize in? All, tax audits, tax planning
Do you have the knowledge and experience to handle my tax situation? We are prepared to handle any situation
What are your fees? Fees for 1040 preparation are based on how well organized your information is. To assist with this process, we have built a series of tax organizers for you to utilize
Do you outsource any of your work? Do you perform the work personally? If not, what is the review process? Who signs the returns? We process all of our work in house, your returns are reviewed and signed by a CPA
How long, approximately, will it take to finish my taxes? 3 days to 1 week depending on seasonal workload
What's your privacy policy? Will you share my tax information with any third-parties? Our privacy policy is provided to you with your completed tax return.
Do you believe I'm paying too much, too little, or just the right amount of tax? Our philosophy is echoed by former Supreme Court Justice, Judge Learned Hand. ""Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one's taxes. Over and over again the Courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike and all do right, for nobody owes any public duty to pay more than the law demands."
