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Choosing a Tax Preparer

If you pay someone to prepare your tax return, the IRS urges you to choose that preparer wisely. Taxpayers are legally responsible for what’s on their tax return even if it is prepared by someone else. So, it is important to choose carefully when hiring an individual or firm to prepare your return. Most return preparers are professional, honest and provide excellent service to their clients.



Here are a few points to keep in mind when choosing someone else to prepare your return:


  1. Ask if the preparer is affiliated with a professional organization that provides its members with continuing education and resources and holds them to a code of ethics. New regulations require all paid tax return preparers including attorneys, CPAs and Enrolled Agents to apply for a Preparer Tax Identification Number — even if they already have one — before preparing any federal tax returns in 2011.

In selecting Kennedy Tax Service as your tax preparer, you choose a member of the National Association of Enrolled Agents, the California Society of Enrolled Agents, the National Association of Tax Professionals and the holder of an Enrolled Agent certificate issued by the Department of the Treasury, Internal Revenue Service.


  1. Check on the preparer’s history. Check to see if the preparer has a questionable history with the Better Business Bureau and check for any disciplinary actions and licensure status through the state boards of accountancy for certified public accountants; the state bar associations for attorneys; and the IRS Office of Professional Responsibility for Enrolled Agents.

Sanae Takagawa Kennedy, EA has never been subject to any disciplinary actions or licensure actions by any organization, including the BBB or IRS Office of Professional Responsibility.


  1. Find out about their service fees. Avoid preparers who base their fee on a percentage of your refund or those who claim they can obtain larger refunds than other preparers. .

Our fees are based on the number of forms prepared in order to complete your return. We do not charge an extra fee for e-filing.


  1. Make sure the tax preparer is accessible. Make sure you will be able to contact the tax preparer after the return has been filed, even after the April due date, in case questions arise. .

Our office is a full-time, year-round business; we won’t disappear once April 15th passes and feel that year long tax planning and advice is one of the best reasons to select us as your Tax Preparer.


  1. Provide all records and receipts needed to prepare your return. Most reputable preparers will request to see your records and receipts and will ask you multiple questions to determine your total income and your qualifications for expenses, deductions and other items. .

We provide each client with a detailed Tax Organizer to assist you in compiling the information needed to prepare a complete and accurate return. Our engagement also includes a Tax Interview to go over the Organizer and request clarification and/or additional information to support the return.


  1. Never sign a blank return. Avoid tax preparers that ask you to sign a blank tax form. .

We will never ask a client to sign a blank tax return.


  1. Review the entire return before signing it. Before you sign your tax return, review it and ask questions. Make sure you understand everything and are comfortable with the accuracy of the return before you sign it. .

In this matter, you should treat your tax return as any other important document – review it carefully and make sure that you understand all line items prior to signing or filing. We pride ourselves on being available to answer any questions you might have.


  1. Make sure the preparer signs the form and includes their PTIN. A paid preparer must sign the return and include their PTIN as required by law. Although the preparer signs the return, you are responsible for the accuracy of every item on your return. The preparer must also give you a copy of the return.

Sanae of Kennedy Tax Service personally signs each and every return prepared by our office after giving it a complete review.


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