Page 26 - AreaNewsletters "Dec2022" issue
P. 26
PRO ACCOUNTING
AND TAX SERVICES, LLC Janell D. Ball, Accountant
Castle Rock, CO 80108
(303) 324-8617 Work
(303) 223-3303 Fax
proaccountingtaxservices.com jdball65@gmail.com
by Janell D. Ball
Pro Accounting and Tax Services, LLC
Taxpayers
should know
what they’re getting when they choose a tax preparer
Taxpayers should be cautious when choosing a tax preparer. Anyone can be a paid tax return preparer if they have an IRS preparer tax identi- cation number. However, tax pros have different levels of skill, education and expertise.
A taxpayer’s needs will determine which kind of preparer is best for them. Most tax return preparers provide outstanding and professional tax service. However, each year, some taxpayers get burned by tax preparers who are unreliable or unethical. The bottom line is that taxpayers are responsible for the info on their return, regardless of who prepared it. To choose a tax preparer who will meet their needs, taxpayers should:
• Check the IRS Directory of Federal Tax Return Preparers. This searchable and sortable public di- rectory helps taxpayers nd a tax return preparer with speci c quali cations.
• Ask about fees. Taxpayers should avoid tax return preparers who base their fees on a percentage of the refund or who offer to deposit all or part of the refund into their own nancial accounts. They should be wary of tax return preparers who claim they can get larger refunds than their competitors. • Ask if the preparer plans to Electronically File. Taxpayers should make sure their preparer elec- tronically les their tax return using MEF platform.
Take it with you when you go.
• Show that coupon on your phone • Make a restaurant reservation
• Find that business’ number
• Send an event to a friend
• Call the babysitter listed • Go to speci c websites
or send an email
AreaNewsletters.com
Investment Advisory Services
o ered through DWM Family Wealth Ltd.
Dan Maurer CEO/Owner
303-814-2349
Dan@DWMFamilyWealth.com
December 2022 • Castle Rock “AreaNewsletters” 26
B U S I N E S S & F I N A N C E
