FAQs
- What types of customers have you worked with?
Monthly Bookkeeping. Data entry QuickBooks, bank reconciliation, adjusting journal entries, financial statements. Prepare individual 1040, business tax 1120, 1120S & 1065, fiduciary/estate 1041 tax returns. Prepare payroll and electronically file quarterly and annual tax reports. Federal 941, 940, W-2, 1099's, State Unemployment. Prepare and electronically file state sales tax returns.
- What advice would you give a customer looking to hire a provider in your area of work?
Choose wisely. As a taxpayer, you are legally responsible for everything reported on your tax return; whether you prepare it yourself or have someone else prepare it for you. Below are some helpful tips in selecting an individual or company to prepare your taxes. While the majority of tax preparers are knowledgeable, honest and professional, there are always some who, as the saying goes, give everyone else a bad name. Check the person or companys qualifications. At a minimum they should be a registered tax return preparer (RTRP) with IRS. However, an Enrolled Agent (EA) is authorized to practice before the IRS which for tax purposes allows them to provide you with the same services as a CPA or Attorney but usually at a much lower cost. Check the preparers history. A great way is to either do a simple search on Google or ask for references from at least 3 clients. Contact the client yourself. Ask about their service fees. Many preparers will bill on an hourly basis. Make sure you know if they do and how much. Others charge a fixed fee per return with additional fees for certain forms. Make sure they are accessible after the April due date in case you have a question about your return. The preparer you choose should: Ask you to provide all receipts and records needed to prepare your return. Never ask you to sign a blank return Have you review the entire return before you sign it Sign the return and include their preparer tax identification number issue by IRS. (PTIN)