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Evaluating a Tax Preparer: Determining a Fair Fee

CTP

As news headlines proclaim stories of tax fraud, taxpayers may wonder how they can trust that their tax preparer is abiding by ethical practices. Another example of an unconscionable fee is if a tax preparer were to take the fee but not do any of the work.

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Evaluating a Tax Preparer: Understanding Reasonable Tax Positions

CTP

A taxpayer cannot submit a document simply to delay tax administration, that demonstrates intentional disregard of a rule, or that is otherwise frivolous and not based on guidance from a reasonable authority. If a position is deemed frivolous, both the taxpayer and the tax preparer can be penalized.

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5 Critical Questions to Ask Your Accountant About Tax Planning BEFORE Tax Season

CTP

The lowest level of credentials is a licensed tax preparer. For example, in California, this means a California Tax Education Council CTEC registered tax preparer (CRTP). CTEC certified preparers take a course in tax preparation, and go through an application process with the state.

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Marketing for accounting firms: individuals vs. small businesses

ThomsonReuters

While marketing strategies for individuals (B2C) and small businesses (B2B) overlap, there are also unique differences. We have accounting firm marketing solutions to help you promote your thought leadership to your clients. Marketing accounting services to individuals vs. small businesses. Marketing to individuals.

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Business debt restructuring: How to do it with money saved on taxes

CTP

If an owner has made any significant asset purchases, they should inquire about their eligibility with their tax preparer. Bonus depreciation and section 179 deductions are the two most typical instances of this accelerated depreciation. Deduction of costs of gifts.

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Business debt restructuring: How to do it with money saved on taxes

CTP

If an owner has made any significant asset purchases, they should inquire about their eligibility with their tax preparer. Bonus depreciation and section 179 deductions are the two most typical instances of this accelerated depreciation. Deduction of costs of gifts.

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Death And Taxes: One Is Becoming Much More Digital

PYMNTS

B2C disbursements account for more than 3.5 Those early tax filers, though, often must wait months to gain access to their tax refunds. But consumers are increasingly demanding quicker — even instant — payments in all types of situations, from wages to disbursements. billion payments valued at $10.7

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