The IRS reminded taxpayers to choose the right tax professional to help them avoid tax-related identity theft and financial harm. Following are key tips for choosing a tax preparer:
- Look for a preparer who is available year-round for assistance after the filing season.
- Check the preparer’s history using the Better Business Bureau website and verify credentials through relevant state boards or the IRS directory.
- Discuss service fees upfront and avoid preparers who base fees on a percentage of the refund or claim to secure larger refunds than competitors.
- Choose an authorized IRS e-file provider to ensure accurate and faster electronic filing.
- Provide records and receipts; avoid preparers who file returns using a pay stub instead of Form W-2.
- Understand the preparer’s credentials; CPAs, attorneys, and enrolled agents can represent taxpayers before the IRS in all situations.
- Never sign a blank or incomplete return.
- Review the tax return carefully before signing, ensuring any refund is deposited into the taxpayer’s account.
Further, taxpayers can report suspected preparer misconduct to the IRS using Form 14157, Complaint: Tax Return Preparer. If a preparer files or alters a return without consent, Form 14157-A, Tax Return Preparer Fraud or Misconduct Affidavit should be submitted. IRS advised to choose tax preparers with a valid PTIN. By law, paid preparers must have a PTIN and sign every federal tax return they prepare.
