Choosing a tax preparer

It is often hard to select whom may be the best suited individual/firm to prepare your tax returns. Here are our "Top Ten" tips to help determine if a tax preparer may be right for you.


1)  Check qualifications.  Verify the Tax Pro has a Preparer Tax Identification Number (PTIN), and if they participate in continuing education classes.

2)  Check preparer history.  Research if the individual/company has outstanding issues with the Better Business Bureau, or received any disciplinary actions through the state boards of accountancy, state bar associations, or the IRS Office of Enrollment.

3)  Find out about fees.  Understand the fees upfront.  Question preparers who base their fees as a percentage of the refund obtained.

4)  Ask if  electronic filing is offered.  IRS e-file is the quickest way to file tax returns.

5)  Verify preparer accessibility.  Double-check that the tax preparer can be contacted after the return has been filed, especially during the off season, in case questions arise.

6)  Information used to prepare return. Tax preparers should ask clients multiple questions to determine total income and qualifications for expenses, deductions and other items.  Be wary of tax pros willing to file your return using last pay stubs instead of formal W-2s.

7)  Never sign a blank return.  Once signed, the numbers on the tax return are the responsibility of the client.  Never sign a return that is incomplete or blank.

8)  Review entire return before signing it.  Before placing your ink on a tax return, review all documents and ask questions. Make sure all figures are understood, and a comfort level as to the accuracy of the return is attained, prior to signing.

9)  Ensure preparer signs the form(s) and includes his or her preparer tax identification number (PTIN) on the return(s).  Additionally, obtain a signed copy of the completed tax return(s) from the preparer.


10)  Ask friends and family for references.  Check with others who have enlisted the services of a tax professional, and ask about their experiences.  Would they recommend their preparer, and why?

  • Individual and Business tax preparation
  • Tax planning
  • Bookkeeping services
  • Small Business payroll
  • Business formation and structuring assistance
  • Custom business management reporting
  • Strategic planning
  • A tax and bookkeeping practice with over nine years of experience.
  • A free initial, no-obligation discussion about your business/ personal tax and accounting needs.
  • A company who takes the time to get to know you personally.
  • Fees for accounting services are reviewed in advance, based on the services requested by the client.
  • Quick response to inquiries, normally within 24-48 hours.
  • Owner Cari Grayson is an actively licensed CPA, and an Enrolled Agent with the IRS.

OUR COMPANY AT A GLANCE

​​​We look forward to hearing from you

Call: (952) 220-8376  /   E-mail

Asset Preservation Group LLC

At Asset Preservation Group LLC, we are dedicated to our clients and their different accounting needs.  We are in this race together!


APG was established in Prior Lake, MN in 2006, serving local clientele. With the continual expansion of electronic and social media, Asset Preservation Group now reaches individuals and businesses across the country.  We continue to follow our dream of making every customer a satisfied, life-long client, no matter what their vicinity.

 

SERVICES WE OFFER