Posted by: Garcia & Cuadra, PA | December 9, 2015

In Search of a Tax Professional

Tax Professional | Garcia and CuadraDecember means excitement for holidays such as Christmas, Hanukkah and New Year’s. But when January comes, it means tax season has arrived. It’s a period where taxpayers are gathering their W-2 forms, 1099s and other documents. For many Tampa residents, the filing process can be a daunting task and confusing with phrases such as itemized deductions along with endless forms or codes. For that, people search for a tax advisor, a financial expert who is specially trained in tax laws, helping their client to minimize taxation, write a proper form of income, and explain details of complicated laws in difficult financial situations.

Choosing a Tax Advisor

While it is important to find an expert in Tampa who can save their clients’ money and avoid potential trouble with the IRS, it is also important to search for one who can provide useful information for your business. Shopping for a tax advisor can be confusing. Here are some tips to get you started:

  • Know what you need. Do you need help with planning? Do you need someone to prepare your taxes or file them? Depending on the situation, a tax advisor can aid you on the process and show you legal ways to minimize the amount you have to pay.
  • Research. When it comes to searching for a professional, research is important. There are various databases such as the National Association of Enrolled Agents and the Accreditation Council for Accountancy and Taxation or Florida’s CPA society that have a list of qualified agents in Tampa.
  • Credentials. While searching, check the consultant’s credentials. Recently, the IRS passed a number of requirements that advisors must adhere to protect the taxpayer from fraud and poor preparation; they have to pass a rigorous test and meet continuing education requirements.
  • Get opinions. Ask your family, friends, your lawyer, or your neighbors in Tampa who they use to prepare their taxes. Word of mouth is one of the best ways to find a seasoned tax advisor and who to avoid as well. While it is the best way, don’t take their opinion as salt. Always do research.
  • Pick someone who will stick around. The majority of tax preparation companies are gone most of the year. According to Forbes Magazine, it is recommended that you find a company that is more available and won’t give you the run-around if you have a question. No matter what time of year it is, you should have support for your finances.

Searching for a tax advisor can be daunting and exhausting task, but with research and word of mouth of other professionals, that task can be simplified. Contact the professionals at Garcia and Cuadra if you need assistance in Tampa with your finance preparation. Call (813) 415-2431; they are available to help you all year long.

 

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