Parts of the cruise might even be tax deductible--but check with your tax preparer!
If you use a tax preparer, ask how he or she will protect your information.
Some 60% hire an accountant or tax preparer, while another 22% use tax software.
If he or she seems clueless, then you have a tax preparer, not an advisor, working for you.
We have introduced them to our financial advisor and our tax preparer and they have relationships with both.
Their tax preparer suggested that a financial adviser might be able to help them arrange a 1031 exchange.
If you're using a tax preparer, Mr. Steber recommends bringing in a couple of previous tax returns for background.
Get everything scanned so you can give your tax preparer a CD or USB of PDFs and a spreadsheet summary.
And so, when IRS Commissioner Doug Shulman started making noise about tax preparer regulation in 2009, I was intrigued.
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If you seek out a pro, beware: In some states almost anyone can set up shop as a tax preparer.
You can find some more info about what to look for when searching for a tax preparer at this prior post.
The year ends and they ship the numbers to a tax preparer.
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You should make sure that your tax preparer has a valid PTIN.
Secondly, no matter how smart you fancy yourself, hire a tax preparer.
Being a waver can be an introduction to the industry and some wavers go on to learn how to be a tax preparer.
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Today is finally the day that you can rush down to your tax preparer or fire up the computer to do it yourself.
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You should get a good handle on your securities trade accounting with TradeLog and send that information to your tax preparer as soon as possible.
So be smart and choose a tax preparer that you trust.
FORBES: IRS Issues Statement In Response To Court Ruling Regarding Tax Preparers
Last year, 739, 000 people registered for the required tax preparer IDs.
FORBES: Federal Judge Shoots Down IRS Attempt To Regulate All Paid Tax Preparers
If you are concerned about your return, and you have not received any information that would indicate that there is a problem, contact your tax preparer.
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Robert Green, an accountant who heads GreenTraderTax, a tax preparer for more than 1, 000 investors, urges taxpayers to double-check brokerage cost-basis reports against their own records.
The tax preparer registration requirement won't be in effect during the 2010 tax filing season, when 2009 1040s are prepared, but should be in place for 2011.
As the story seems to take on a life of its own, frustrated taxpayers have been complaining about delays using tax preparer offices and other software providers.
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Even a tax preparer who admits to liking tax season is unlikely to like second tax season and certainly not as much as a hobbit likes second breakfast.
FORBES: Some People Can't Resist The Siren Call Of Tax Season
Further, as a tax preparer with 250 clients who sees to it that millions of tax dollars are accurately and timely paid each year, I find your letter insulting.
Try to understand what the reason is and compare it to your records to see if a mistake has been made, either by the IRS or by your tax preparer.
Some of the incomplete returns appeared to be human error, some of them were prepared by taxpayers using software packages and some of them were prepared at tax preparer offices.
FORBES: Hundreds Of Thousands Of Taxpayers Thought To Be Impacted By Education Credit Snafu
With respect to retention, the rule used to be that a tax preparer had to keep the checklist for 3 years after the June 30th following the date on the return.
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For more on what TIGTA found in its audit on tax preparer compliance with the new regs, you can read the December 2011 TIGTA report here (downloads as a pdf).
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The new law still allows a tax preparer to sign a return taking a less than 51% certain position if it includes a form flagging it for the IRS. Uh, no thanks.
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