Tax time can be a stressful period for everyone who is required to file. Not only is having to gather all of your required paperwork together often a hassle, but some worry about the financial impacts once a return is completed. As tax laws constantly change, keeping up to date and ensuring that your refund remains similar or a previous amount owed is to be expected could change annually. This unknown often adds more stress, but finding and building a good working relationship with an accountant to assist you with filing can have multiple benefits. 

Whether completed prior to the deadline, April 15 in most years, or you secure an extension of time to file your tax return, there are some characteristics individuals should pay special attention to when working on completing their return. Not only can having a trusting relationship aid in eliminating some of the stress associated with filing, but knowing you can approach your accountant with any tax related issue helps in multiple facets of life. Pay special attention to each of these characteristics before and during any filing period. 
Credentials

There are multiple different credentials which can apply to those responsible for filing taxes on another individual’s behalf - Enrolled Agents (EA), Certified Public Accountants (CPAs), and Tax Preparers. Professional licenses are required for both EA and CPA individuals, but all Tax Preparers must possess a PTIN (Professional Tax Identification) number. Be sure the individual you are trusting with tax information falls under one of these particular categories.

Personal Information

No matter the reason or amount of paperwork associated with any filing, all records - including the return itself - are property of the submitting party. For example, once submitted, no accountant or affiliated group should deny an individual a records request. Typically, all forms associated with a filing will be returned upon completion, but in the event someone needs a copy of a certain filing or form then one should be provided, although there may be an associated fee.

Communication

Open communication throughout the entire process and beyond should be made a priority. From your introduction to organizing paperwork and scheduling, keeping an open line of communication via telephone and email is critical to fling a return.

Fee Structure

Never should a charge for services rendered be related to any potential refund received. Established and qualified professionals generally have a certain rate for associated returns dependent upon the amount of information required for a filing.

If you are in need of a qualified tax professional for your personal information or the finances of a business then let the tax and experts at Bloch Rothman and Associates assist you today. In addition, they can also take care of multiple other issues dealing with paying or owing back taxes, required audits from other entities besides the IRS, or any other personal or corporate wealth management issues. Along with providing a quality tax service, our group can also complete tax returns or answer any other factors associated with financial issues or concerns you may have. Serving in Denver and all of the surrounding areas for 35 years, our firm has an extensive history in helping clients with any and all of their tax issues or dealings with the Internal Revenue Service. If you have questions about your personal, business, estate or any other filings, don’t hesitate to contact us today. Available for all of your tax needs and filings, there are also a number of bookkeeping and payroll services offered to assist you and your business. We look forward to meeting you and serving whatever your needs may be soon!