Advice, Preparation . . . Results™

Choosing your tax preparer

With so many less-than-honest people out to make a quick buck, one person you want to trust is your tax preparer. After all, you’re about to share a great deal of your confidential information with this person. Here are some tips for choosing a reliable preparer:

Ask around: whom do your colleagues use? Were they satisfied with the service they received? Look for:

  • A reputable professional who will sign your return and enter a preparer tax identification number (PTIN).  This person will also provide you with a digital or paper copy for your records.
  • A person or firm who is likely to be around if the IRS questions something on your return. Will your prospective preparer be able to respond to IRS notices or defend you in the event of an examination?

Avoid:

  • Preparers who claim to get you the largest refunds.
  • Preparers who base their fee on a percentage of your refund.
  • Signing blank forms; remember you’re responsible for what’s on your return even if you hire someone else to prepare it.

Patrick & Robinson CPAs built a long history of preparing accurate returns for satisfied clients. We’d be honored to earn your trust and business. Contact us at Office@CPAsite.com or 904-396-5400.

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What Our Clients Are Saying

I am pleased to recommend Mark and his firm. He has helped us to become a better organization and better people as well. He has the gift of being able to know in depth matters financial, including …
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Frequently Asked Questions

Q.

What is the difference between certified public accountants (CPAs) and other accountants?

A.

CPAs achieve high standards of education and then pass rigorous examinations. In addition, they’re regulated by their resident state, must meet strict continuing education requirements, submit to peer review, and...

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Locations

4029 Atlantic Boulevard, Jacksonville, Florida 32207
6000-A Sawgrass Village Circle, Suite 1, Ponte Vedra Beach, Florida 32082

 

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