Tax Season 2018 - Is Your Tax Professional Ready?

As Tax Season 2018, approaches most people are getting prepared to take their tax documents to the same tax professional believing they are getting the best service and maximizing your tax refund.

However, what has your tax professional done to ensure he/she is ready for Tax Season 2018? Whether a tax preparer, enrolled agent, tax accountant, or CPA, yearly continuing education is necessary to stay abreast of the ever-changing tax laws. 

Here are some questions you need to ask to ensure you are getting the best service and maximizing your tax refund. 

1. Are they listed on the Directory of Federal Tax Return Preparers with Credentials and Select Qualifications?
2. What new training did they take to update themselves on all the new tax laws? (great question for CPAs)
3. Did they attend the IRS Forum this year and ask to see a copy of their CPE credits?
4. What other training did they acquire from the previous tax year?

Asking your tax professional questions is your right.  Verify credentials, it's important to know your information is in the hands of a reputable and honest tax professional.

Nine out of ten if your tax professional cannot answer these simple questions, they cannot offer you the best service or maximizing your tax refund.  

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