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Evaluating a Tax Preparer: Determining a Fair Fee

CTP

As news headlines proclaim stories of tax fraud, taxpayers may wonder how they can trust that their tax preparer is abiding by ethical practices. For instance, how do you determine if a tax planner is charging a reasonable fee?

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5 Critical Questions to Ask Your Accountant About Tax Planning BEFORE Tax Season

CTP

The General Accounting Office estimates that Americans over-pay their taxes by almost a billion (yes, that’s billion) dollars each year! That’s why tax planning is gaining in popularity. Some obvious reasons are mistakes or oversights on their tax returns. Not all tax planning is the same!

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Evaluating a Tax Preparer: Understanding Reasonable Tax Positions

CTP

One of the many benefits of working with a tax professional is the guidance they provide in developing tax return positions that substantiate why certain income qualifies for tax-exemption or why you are eligible for a certain tax deduction. This is actually a lower standard than some may assume.

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Death And Taxes: One Is Becoming Much More Digital

PYMNTS

B2C disbursements account for more than 3.5 Those early tax filers, though, often must wait months to gain access to their tax refunds. million federal tax returns submitted last year were filed digitally. Further evidence of that comes from the new PYMNTS Disbursements Tracker. billion payments valued at $10.7

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Can You Be Confident in Your Tax Planner? 3 Reasons a Tax Plan Warranty Can Make All the Difference

CTP

Investing in a tax plan can feel like a risk for taxpayers who are used to filing their own tax returns or focusing on basic compliance. In theory, you may see the benefits of a proactive approach where you implement strategies that will result in tax savings years down the line. What if the investment doesn’t pay off?