IRS Gives Its Advice on How to Work With a Tax Preparer

Here is a summary of the nine points in the document the IRS issued today.
1. Make sure the preparer has a PTIN - Preparer Tax Identification Number.
2. Check the preparer's disciplinary history with Better Business Bureau (or state board of accountancy for CPAs).
3. Make sure your preparer e-files your return.
4. Make sure your preparer will be available after the April 15 filing deadline in case questions come up about your return.
5. Provide records and receipts to your preparer.
6. Never sign a blank return.
7. Review your return before signing.
8. Make sure the preparer gives you a copy of your return.
9. Report abusive practices to the IRS.

- Mark S Gleason CPA
  www.lakes-cpa.com