Minimize your tax liability and maximize your tax refund

According to the IRS, it is important to choose carefully when hiring an individual or firm to prepare a tax return. A few things to be aware of in order to avoid fraud are:

• Look for a preparer who is available year-round. In the event questions come up about a tax return, taxpayers may need to contact the preparer after the filing season is over.
• Ask if the preparer has an IRS Preparer Tax Identification Number (PTIN). Paid tax return preparers are required to register with the IRS, have a PTIN and include it on tax returns.
• Check the preparer’s history. Check the Better Business Bureau website for information about the preparer. Look for disciplinary actions and the license status for credentialed preparers. For CPAs, check with the State Board of Accountancy. For attorneys, check with the State Bar Association. For Enrolled Agents, go to IRS.gov and search for “verify enrolled agent status” or check the Directory. Check out our BBB profile & rating.
• Ask about service fees. Avoid preparers who base fees on a percentage of their client’s refund or boast bigger refunds than their competition. Don’t give tax documents, Social Security numbers or other information to a preparer if merely inquiring about their services and fees. Unfortunately, some unscrupulous preparers have used this information to improperly file returns without the taxpayer’s permission.

At TRC Financial and Tax Service, we care about your experience from the time you walk into our doors, until the time you leave. We will answer all your questions, and always provide friendly, knowledgeable support to overcome any of your concerns. Your satisfaction with your experience and tax preparation is our top priority.

Do you have a highly specific or complicated tax situation? If so, TRC Financial and Tax Service has a tax professional that can help make sense of it all. Maybe your tax needs are more basic? We can help you file your taxes quickly and efficiently. Whatever your tax preparation needs are, you’ll find the help you need at our office. Our office is a one stop shop.