How to find a CPA who can help to get a maximum tax return?
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Updated 7 months ago
CPA (Certified Public Accountant) holds the knowledge about the tax code and can maximize tax savings efficiently. With the help of CPA, it is easy to deal with audits or collections. If you are searching for a good CPA, then you can follow the below...read more
CPA (Certified Public Accountant) holds the knowledge about the tax code and can maximize tax savings efficiently. With the help of CPA, it is easy to deal with audits or collections. If you are searching for a good CPA, then you can follow the below-mentioned tips:
Know the license status- Search the CPAs' records with your state’s board of accountancy as the state licenses them. On CPA databases, you can search the CPA’s license status, an issue along with expiration dates, and disciplinary actions along with suspensions by putting their name.
Consider their experience- As compare to newly certifying individuals, experienced CPAs have a deeper understanding of the tax code. Search whether your CPA has experience of electronically filing tax returns.
Go for advice- The CPA can prepare and file your return for the current tax year. You can maximize your tax savings for the future tax years by CPA’s year-round tax planning advice.
Find out their fees- Based on your taxes' complexity, CPAs can charge by the hour, flat fee, or other payment options. You should know whether their prices include filing both federal and state returns.
Verify their identification number- CPAs prepare taxes to register with the IRS (Internal revenue service). If you want to know whether CPA is registered with a PTIN, you can search the IRS Return Preparer Office Directory.
Apart from these tips as mentioned above, you can pay attention to some other important points:
Find a CPA specializing in individual tax returns that will help you prepare and file your taxes.
For any tax matter related to your return, verify that your CPA can sign your tax return and represent you before the IRS.
You can ask your friends and co-workers about potential CPAs and tax accountants. You can interview a prospective CPA by asking questions like how long they have been preparing taxes, do they have any specialties, how they will bill for the services, and who will prepare your return.
By verifying CPAs credentials, reading online reviews, and making an appointment, you can determine which CPA is apt for your tax-related issues.