Tax Preparation Done Right

When you work with a qualified professional Tax Planner to perform a comprehensive tax plan, he should follow a certain process.

1. There should not be a retainer or upfront fees charged.
2. The initial consultation must be free.
3. There should be no obligation for the initial consultation.
4. You should be able to say goodbye after the initial FREE consultation.
5. The Tax Planner should review your last year’s tax return and sometimes more than one year of tax returns-TOTALLY FREE OF CHARGE. Sometimes the Tax Planner will ask more questions and documents to understand your tax situation, current plans, and future.
6. The Tax Planner should provide you the potential tax savings – IN WRITING
7. The Tax Planner should provide you the fees he/she is going to charge you – IN WRITING