Managing and filing taxes can be a complicated task for many people. If you aren’t well-versed in filing taxes, there is a risk of not filing them correctly, as well as missing out on strategies that can save you money. This is where a Certified Public Accountant (CPA) can help you out. CPAs are licensed professionals who specialize in accounting and taxes, assisting millions of Americans in accurately filing tax returns every year. If you are searching for “a CPA near me in Dallas,” we’ve got you covered with tips on finding one to help with your taxes.
Check Their Specialization
CPAs can specialize in various accounting areas such as tax preparation, along with business, government, and forensic accounting. If you are an individual who needs to prepare and file your personal taxes, it’s recommended to find a CPA specializing in individual income tax returns. There are also CPAs who specialize in municipal auditing or file taxes for small to large businesses, so evaluate your specific needs as you search for a suitable CPA.
Verify Their PTIN and License
Dallas CPAs who help prepare and file taxes are required to register with the IRS and have a Preparer Tax Identification Number (PTIN). You can verify that the CPA is registered and has a PTIN by searching the IRS Return Preparer Office Directory.
CPAs are licensed by the state as well, so before you hire one, be sure to search their records with your state’s board of Accountancy. Texas has a CPA database where you can search CPAs by their name and receive information on their license status, issuance, and expiration dates, along with any disciplinary actions and suspensions.
Ask About Their Experience
Dallas CPAs are required to be certified, but it’s also important to consider how much experience they have when it comes to preparing and filing taxes. Those with more years of experience will likely possess a deeper understanding of the state’s tax code compared to newly certified CPAs.
Consider Their Fees
CPAs may charge a flat rate, by the hour, or other different payment options. This will depend on the complexity of your taxes, such as the supporting forms you may need to file. When getting the CPA’s rate, make sure you determine if their fees include state and federal returns. Also, do note that CPAs aren’t generally allowed to base fees on a percentage of your tax refund, so avoid CPAs who do this.
Make Sure They E-File
The IRS recommends e-filing federal tax returns for better accuracy and completeness. E-filing also adds an extra layer of information safety and security, along with faster refunds. As such, it’s best to find a CPA who will e-file your tax returns.
Now that you are equipped with helpful tips on finding a CPA near me in Dallas, the next step is commencing the search. You can start by considering us at Syd The CPA. At Syd The CPA, you can avail of a comprehensive range of tax services in the Dallas-Fort Worth metroplex area. Rest assured that our Dallas CPAs have the license and training to review your tax concerns and prepare customized solutions catered to your needs. Contact us today to schedule a consultation before the next tax season begins.