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Tax season can be a stressful and overwhelming time. Sitting down with your tax preparer should bring you answers, solutions, and an understanding of your financial being.
Before setting foot into your tax preparer’s office, ask them what you should bring. This will ensure you have everything you need for the tax return process. Set yourself up for success by coming prepared.
Talk with your preparer about their history with doing taxes. Beware of false credentials or fraudulent activity. If your preparer promises you a huge return or makes up false information on your return, they may be a fraud. If it sounds too good, it probably is. Remember: even though your tax preparer is filling in the form, it’s legally your responsibility what’s on