Choose Your Tax Preparer Wisely: An Essential Checklist

By Chuck McCabe | January 11, 2018
Posted in: Individual Tax

If there was ever a year you needed a tax pro, this year is the one. With all of the changes coming from the new tax law, now is the time to start planning. Tax pros have been studying the changes since the bill was passed and can be a huge asset when it comes to making moves in 2018.

Having your taxes professionally prepared this year will not only put you in a better financial situation, it make filing your 2018 taxes smoother. This is because the preparer you see this year will get to know you (and your specific tax situation), and will be better prepared to file your taxes in 2018 when all the changes happen. 

Here’s the thing. There are lots of tax preparers out there who would be happy to take your money. But that doesn’t mean they’re qualified to prepare your taxes. When you’re trusting someone with sensitive and personal information, it’s important to be choosy. Here’s a checklist to help you make the right decision.

At People’s Tax, we’ve been scouring the tax law to not only get ready for tax season and provide guidance to taxpayers, but to train tax preparers on the new law. Our sister company, The Income Tax School, teaches taxes to tax preparers. So, in the off-season, our tax preparers for Peoples Tax are writing curriculum for The Income Tax School. That makes us pretty confident in our knowledge of the tax law.

The new tax bill is 500 pages and contains A LOT of changes. Put yourself in a better financial situation this year by having your taxes prepared by a professional who can guide you. Learn more about Peoples Tax and book your appointment today!



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