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10 Questions to Ask a Tax Preparer

Updated: Monday, 13 Feb 2012, 10:23 AM EST
Published : Monday, 13 Feb 2012, 9:28 AM EST

myFOXdetroit.com - Ramona Pearson with Michigan Association of Certified Public Accountants offers her insight to Fox 2's Murray Feldman about what questions people should ask of their tax preparer.

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1. How do you charge your fee and how much will it cost? (Reasonable fees vary, but the cost to prepare your return should not be based on the amount of your refund.)

2. How long have you been preparing tax returns?

3. Are you open and available year-round? (Preparers should be available year-round to help you as needed.)

4. Will I be receiving my refund directly (i.e. through the mail or direct deposit)? (Refunds should come to you directly, and direct deposit is the fastest and safest way to get your refund.)

5. If the Michigan Department of Treasury or IRS contacts me regarding my return, will you be able to assist me? (The answer should be yes because you must respond if this happens.)

6. Will you provide me with a copy of my completed tax return and return any original documents I provided? (Yes.)

7. Will you be signing the tax return as a preparer? (Yes.) May I see proof of your PTIN? (All signing preparers are required to have a PTIN)

8. Are you affiliated with a professional organization?

9. Do you have a professional license, credential or training? If so, may I see proof including current status?

10. How do you learn about new tax laws? (The best answer is through continuing education.)

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