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What To Look For In Your Tax Professional

Finding A Tax Preparer Who Will Serve You


GREENFIELD, WI – In the off chance you get “blessed” with an IRS audit, your tax preparer suddenly fills a very different role. Unfortunately, just because you’ve selected someone to prepare your taxes, doesn’t mean they’ll want to deal with the trouble when the IRS comes knocking. Tax professional Jon Neal, explains.

“Of course in the tax industry we hear stories, and we also see things happen first-hand with our clients from their previous tax professionals. We’ve seen folks completely left hanging by their tax preparers when an IRS letter shows up. There are naturally folks who will resolve it for you, for a pretty penny. But sometimes tax payers end up having to deal with the IRS on their own, which is probably the worst part. It can be a nightmare if you don’t know how to handle it,” Neal said.
Prevention is key. Taxpayers should make sure their tax professional offers a written guarantee stating that the client is covered in an IRS audit.
Several items Neal recommended to look for in a tax professional’s guarantee include:
1. Speed of service - How long will it take to complete?
2. Absence of errors
3. Ongoing protection from IRS audits after filing
4. Most money legally back on your returns

Jon Neal, with The Neal Group, LLC, offers tax services to individuals and small businesses. He enjoys helping individuals and families save money on taxes. Give him a call (414) 325-2040, email or visit his website


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