Choosing Your Tax Representative 19 January 2017 by Mitch Helfer

This year, choosing the “right” Tax Preparer is perhaps one of the most important decisions you’ll make when preparing your taxes. Tax preparers see a lot of personal information from their clients. Each year we see more and more taxpayers who suffer financially because they made a “poor” choice in choosing a tax preparer.

Now, more than ever, the IRS is targeting tax returns for audit by certain tax preparers. Don’t choose the tax preparer who offers to get you the “biggest” refund!

As you make your decision about a return preparer, keep in mind that only attorneys, CPAs or enrolled agents have unlimited representation rights. That means they can represent you before the IRS in all matters – including audits collections and appeals. Other preparers have only limited representation rights and can only represent you in only limited situations.

Choose the “wrong” tax preparer and you may be in for a unpleasant surprise! But don’t take my word for it. See what the IRS has to say!

 

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