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Get the Right Tax Assistance

Perform some smart calculations to find the tax help you need.

Death and taxes are unavoidable. Fortunately, it's possible to get help when dealing with the IRS. For many taxpayers, getting tax assistance can save money, time, and headaches.


Whether you need to survive an audit, file a tax return, or make enough deductions to qualify for a big refund, here’s a guide to finding expert tax advice.

CHOOSE THE RIGHT PREPARTION
You might benefit from preparing your own taxes, or you might need advice and assistance from someone who can decipher IRS regulations. If you find yourself facing an IRS audit, see our guide to handling an audit.

Do It Yourself
If you have a relatively simple tax situation, consider using tax preparation software. It’s inexpensive, user-friendly and keeps you in touch with your financial situation. TurboTax by Intuit and Complete Tax are both reliable brands.

Tax Preparers at National Chains or Local Outlets
Many people go this route because it’s convenient and inexpensive. However, the knowledge and experience of these tax preparers can vary widely, so use the chains only if your tax situation is simple.

Enrolled Agents
These tax professionals must pass a rigorous IRS exam, background check, and satisfy annual continuing education requirements. Enrolled agents can also represent you if the IRS questions your return. To learn more and find an enrolled agent near you, visit the web site for the National Association of Enrolled Agents. Don’t forget to ask friends or colleagues with similar financial situations for a local referral.

Certified Public Accountants
CPAs undergo extensive training, must meet stringent licensing requirements and are skilled in accounting matters. However, not all CPAs handle tax issues, so be sure to ask. CPAs can also represent you before the IRS if your return is questioned. Find a CPA online at http://www.cpadirectory.com/ or ask friends or colleagues in similar financial situations for a referral.

Tax Attorneys
f you have a complex financial situation that might require specific guidance, a tax attorney might be appropriate. Tax attorneys typically don’t file returns but rather address issues like estate and business tax questions. Read our article on getting the right legal assistance for additional tips on hiring an attorney.

CHECK OUT YOUR EXPERTS

Ask any professional you may hire about their training, credentials, continuing education, years of experience, their experience with your specific situation and whether they’d represent you in case of an audit.

CHECK THEIR WORK CAREFULLY

Go over your return thoroughly before signing it; you know your financial situation best and can catch any errors or omissions. Don’t be shy about asking for clarification of anything you’re not sure about. If the IRS were to question your return, you are ultimately responsible for all the information, not your preparer.

THE BOTTOM LINE

Taking the time to find the right tax assistance for your unique situation will pay off in peace of mind knowing your taxes were properly prepared.

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