Tax Preparation

Hunt for an apt tax preparer with Ageras' free and non-binding consultative service

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Fill in the form and send your request to Ageras. Try to be as specific as you can in order to receive relevant quotes.

We will contact you for further details if needed and send you up to 3 quotes from qualified accountants.

Compare the non-binding quotes and choose the option that suits you best. You can start working with an accountant immediately.

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The Right Qualifications

A good tax consultant should offer more value than just filling out the returns. She/he should assist you in organizing your finances in an ideal way from a tax viewpoint.

Read their Reviews

Simply because somebody is work-wise competent to prepare your tax return does not spontaneously make them the right person for the work. If they have got a dubious history that is something you need to consider upfront.

Compare Service Fees

Avoid tax specialists who base charges on a proportion of the refund or those who claim bigger refunds than their rivalry. When requesting about the cost of tax preparation, do not give them your social security numbers, tax documents or other information.

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What Is a Tax Preparer?

The phrase "tax specialist" can allude to a diversity of roles and positions – tax advisors, tax accountants, tax managers, tax preparers etc. Though, one thing all of those jobs have collectively is the necessity for knowledge in tax preparation services. They employ this proficiency to guide clients and companies via progressively complex tax regulations and rules.

Practically all certified tax preparers need to have completed a bachelor’s degree program in accounting or any associated areas like finance, business administration, math etc. However, many senior-level roles need a master's degree in accounting with a focus on tax. If you opt to file your tax return via licensed tax experts, then being cognizant of the different sorts of preparers in the market is vital. 

  • Enrolled Agents (EA): These are tax pros certified by the IRS at the federal level.
  • Certified Public Accountants (CPA): These experts are accredited to practice accounting at the state level in tax and other fiscal matters.
  • Attorney: Attorneys are given their certificates by the states after passing their bar exams in the respective states. All attorneys can partake in taxpayer representation for the IRS matters at whichever level, irrespective of whether they major in taxes or not.

Business owners and self-employed folks

These could comprise consultants, freelancers and small business owners - all of which might have to disburse self-employment taxes. Salaried individuals who are involved in side-hustles might have to pay self-employment taxes as well as the taxes they spend on the salaried income.

Those selling or buying their home

Selling or buying a home can present a slew of tax problems such as capital gains/losses plus even deductions associated with certain expenditures linked to home ownership.

Those formulating a sale of stocks, company holding or other huge assets

The exchange or sale of stocks, bonds, securities, or whichever additional investment is categorized as capital asset transaction. The terms capital gains tax or capital assets scare lots of individuals, but they aren't that bad. Capital dealings are essentially taxed at a lower rate than the ordinary income; however, handling capital transactions can get tricky.

It might be worth checking if you are covered properly

Over half of the taxpayers engage a professional whenever it is time to file their tax returns. Getting tax assistance can be a grand approach to ensure you comply with the IRS rules and to steer the challenges related to observing the U.S. tax code. Inappropriately, not all the tax specialists are equally competent -- and some might be downright deceitful and wind up doing things that essentially cost you cash rather than helping you to save. Here are some significant signs that a tax preparer is bad news.

  1. The preparer assured you a considerable refund or the opportunity of winning prizes
  2. Your specialist is providing or instructing you to take a loan or disburse fees out of an expected refund 
  3. Your specialist has not thoroughly clarified on cost of tax preparation upfront
  4. The tax preparer does not possess a PTIN

If you identify any of the above red flags in a tax preparer who aided with your latest returns or in whichever tax expert who provided you with assistance with tax matters during the year, it is time to switch them. Take this opportunity to explore tax preparation services near me with Ageras to find the apt certified tax preparer to assist with your tax matters moving forward.

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