Finding a tax preparer in Salt Lake City, UT, can be a bit of an ask if you don’t know anyone in the business, but with a bit of research and planning, it can be a relatively simple process. The first step in finding a tax preparer is identifying your specific tax needs. Determine whether you need a tax preparer to handle your income tax returns or your business tax returns. Once you know your tax needs, you can start your search for a tax preparer.
Find a Tax Preparer Through Personal Referrals
One of the best ways to find a tax preparer in Salt Lake City is through personal referrals. Ask friends, family, and colleagues for recommendations. If they have had a positive experience with a tax preparer, they will likely be happy to share their recommendation. Since this person deals with your financial information, it’s really important to choose someone who comes highly recommended. Additionally, you can check online reviews to see what other people are saying about different tax preparers in the area.
Check Credentials Before Starting
Before selecting a tax preparer, be sure to check their credentials. The IRS requires tax preparers to have a Preparer Tax Identification Number (PTIN), which indicates they are authorized to prepare federal tax returns. Additionally, some tax preparers may be certified public accountants (CPAs) or enrolled agents (EAs), which means they have undergone additional training and passed rigorous exams to become licensed to practice tax preparation.
Schedule a Consultation
Once you have narrowed down your list of potential tax preparers, schedule a consultation with each one. During the consultation, ask about their experience, their fees, and their approach to tax preparation. It is important to find a tax preparer who is knowledgeable about your specific tax situation and who can provide you with personalized advice.
Review Them Thoroughly to Avoid Mistakes
When you have selected a tax preparer in Salt Lake City, be sure to provide them with all of the necessary documentation and information on time. This will help ensure that your tax returns are completed accurately and on time. Additionally, be sure to review your tax returns carefully before submitting them to the IRS. Mistakes on your tax returns can lead to penalties and fines, so it is important to take the time to review them thoroughly.
Examine Reviews or Testimonials From Past Customers
Ask them questions about their pricing schedule and what services you can expect from them. If possible, examine any reviews or testimonials from past customers to get a better sense of their work ethic and expertise. Additionally, make sure they offer digital filing options so that you can complete your filing quickly and easily without ever having to leave the comfort of your home.
By doing your homework ahead of time and taking these steps, you can rest assured that you’ll find the perfect tax preparer in Salt Lake City who will help make your filing process stress-free and seamless.
Look to Reviews
Finally, use sites like SLC Top 10 to see real reviews of tax preparers near you. See what other individuals have to say about a tax preparer to decide if they are a good fit for you.