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Certified Public Accountant vs Unlicensed Tax Preparers

Watch this presentation to learn the benefits of working with CPAs over getting your work done by Unlicensed Tax Preparers.

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Certified Public Accountant vs Unlicensed Tax Preparers

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  1. CPA vs. Unlicensed Tax Preparers

  2. Tax Time • In this world nothing can be said to be certain, except death and taxes. - Benjamin Franklin

  3. New IRS Registered Tax Return Preparer Program • Two overall goals according to IRS • Enhance compliance • Elevate ethical conduct • Four major elements • PTIN (Preparer Tax Identification Number) is required if you are paid to prepare a return for someone else; All tax preparers must have one • Circular 230 (Treasury Governing Regulations) expanded coverage to include all tax return preparers (not just CPAs, attorneys and enrolled agents) • CPE & Testing **CPAs exempt from CPE and testing**

  4. Comparative Snapshot of Tax Preparers

  5. Points to Remember When Selecting a Tax Preparer • CPAs offer assistance and peace of mind all year long • CPAs have deep experience, breadth of knowledge and rigorous qualifications to address your most important financial needs and concerns • “Registered tax preparer” does not mean a minimum level of education or experience • Ask questions and choose someone you’ll enjoy working with – it’s a deep and trusting relationship “I want to complement Sudhir for showing such good concern for the customers. After sales & service is mark of a great company & today’s discussion truly showcases the same for your organization. I will definitely like this association to turn into a long term relationship.” -HNI Client

  6. Partner with a CPA Phone: (888)-482-0279 Fax: (888)-482-0279 Email: tax@sudhirpaicpa.com www: www.sudhirpaicpa.com Addr: 5600. Tennyson Parkway, Suite 229, Plano, TX 75024

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