Ep 37: Tax Prep 101: Your Guide to the Ultimate Tax Pro

 
 

Tax season is around the corner. If you are looking for a new tax professional, we have you covered.

In today's episode, we are going to walk you through how you select a good tax professional, especially if you have cross-border needs or assets overseas. 

The ten items or tips to consider as you select your tax professionals. If your tax preparer meets these tips, you are likely in excellent hands. The tips range from 

  • Checking the preparer's history for any disciplinary actions, to service fees, to electronic filing, and realistic expectations, amongst others.


We end the episode by explaining what to do if you see suspicious or abusive tax preparers. IRS is interested in hearing from you.

Episode Links & Resources

 
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Ep 38: What Is English For "IRA's"?

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Ep 36: What Is English For "Tax IDs"?