CPA Michelle Staebell of the Rochester Chapter of the New York State Society of CPAs offered some advice for those looking for help from a trusted tax preparer this tax season Monday on News 8 at Sunrise.
“When choosing someone to prepare your taxes, you definitely want to make sure they’re trustworthy and experienced,” said Staebell. “It’s a good idea to keep in mind, even if you hire somebody, the responsibility of that return still falls on the taxpayer. Even if somebody else puts the numbers in and files the return with software, the I-R-S is going to come back to the taxpayer, not the preparer.”
Staebell said there are certain credentials to let you know if someone is experience tax preparer. “C-P-A, or Certified Public Accountant and E-A, Enrolled Agent, those credentials are for people who had to pass a rigorous test, or were former I-R-S employees,” she said. “They also have annual education requirements to keep them up to date. You can hopefully assume that they’re responsible, trustworthy and experienced.”