Many people avoid filing their tax returns themselves and choose to have a tax service do it for them. They may not trust their own experience to give them the right credits and deductions or find it too time-consuming or anxiety-causing. Whatever the reason, when using a tax service, it is important to ensure the process is simple, worry-free, and legal. Tax laws and requirements change each year, and it is the job of a professional to keep on top of these trends.


1. Does the Preparer Have a PTIN?

Although many people assume a large tax service has covered all of its bases legally, it is a good idea to ask about the PTIN or Preparer Tax Identification Number. If you choose to go with a lesser-known service or an individual who provides this service as a secondary business, they still need this number. Without it, federal law prohibits them from completing tax returns. You can confirm the number through the online IRS PTIN directory.

using a tax service

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