How to Choose the Right Tax Professional

How to Choose the Right Tax Professional

October 1, 2020

Whether you’re the head of a multinational conglomerate or of a family of four, your finances are critical to your wellbeing. That’s why even the most upright Americans can break out into a cold sweat around tax time. You might think that it’s too early to begin choosing a tax preparer in Union City, NJ, but that’s simply not true. If you want to start saving big on your annual or quarterly taxes, you should enlist the help of a talented tax pro or accountant.

With so many options at your fingertips, it can be tricky to determine which financial professional you should trust with your money. Here’s how to find out.

Go with a CPA

Before you put your financial information in the hands of a stranger, make sure they’re a qualified certified public accountant (CPA). Anyone can put up their shingle and claim to be a tax professional, but learning to become a CPA requires extensive education. It also requires passing a litany of exams at the state and federal level. Not only that, but CPAs need 72 hours of ongoing education every three years to stay in the IRS’s good graces.

Clear-cut communication

The only people who genuinely understand tax law are financial professionals, and it’s easy for them to obfuscate that knowledge behind a wall of jargon and technical terms. It’s not your job to learn a new vocabulary when you prepare your taxes, and it’s not your job to pretend you understand a bunch of legalese. When working with a tax preparer in Union City, NJ, make sure that you look for someone who will relay their advice or concerns in plain English.

Go with experience

Let’s be honest here: you don’t last in the finance game for very long if you bankrupt your clients or get them targeted for audits. However, if you provide consistent, reliable service to your clients, you can build a history that lasts for decades. As a result, when you’re hunting for a financial professional, look for someone who has been in the business for as long as possible.

Look for continuing education

The tax code is an ever-changing beast that’s subject to adjustments, both minor and major, on a yearly basis. Not only is that an argument in favor of never trying to do your own taxes, but it is also a reason that you should only hire a tax preparer who is vocally committed to learning and mastering the annual changes in both federal and state tax laws.

Your financial professional

When you’re choosing a tax preparer in Union City, NJ, there’s no better team to trust than the pros at Kedean’s Generation. Since we opened our doors in 1987, Kedean’s Generation has provided comprehensive financial services to clients large and small. We offer an array of services, including accounting, copy and fax services, notary services and, of course, the most precise tax prep in New Jersey.

Protect what’s important to you. Contact Kedean’s Generation today! We can’t wait to help you.

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