A monthly calendar with the date when taxes are due and several office supplies and tax documents lying on a table in Springfield, IL.

How to Choose the Right Tax Professional When Filing

Choosing the right tax preparer for your situation is important because not all tax preparers handle all types of taxes. Some handle simple returns, but others will take on more complex returns. Therefore, when trying to find a tax preparer to handle your return, you need to consider several things.

Does the Tax Professional Offer Comprehensive Tax Preparation Services?

There’s much more to tax preparation than just entering numbers into the forms. A tax professional must understand the most up-to-date tax laws to ensure they handle your return correctly. Besides filing taxes, a tax preparer can offer accounting and bookkeeping services. If you have a business with employees, you may need a company that can handle payroll management and tax preparation. JLW Tax & Bookkeeping Services provides our Springfield clients comprehensive accounting, bookkeeping and tax preparation services.

Can You Contact the Tax Professional Easily?

Being able to contact your tax preparer easily during business hours is important because you need to find out the status of your return. You should also be able to ask other questions as necessary. This is especially important if the company handles your bookkeeping, accounting or payroll.

How Do the Fees Compare to Others?

When vetting Springfield tax preparation professionals, find out what fee structure they use. One of the most important things to remember is that tax preparation services shouldn’t ever be based on the amount of the return. Instead, it should be based on how complex the return is.

If a firm is handling other services for you, be sure you factor in the ease of having them do the tax preparation for you. It could save you a lot of time since you won’t have to gather the financial information they already have. However, you may still need to provide them with supplemental information, such as business expenses or other tax write-offs.

Do You Notice Any Red Flags?

You want to work with a reputable company. Some of the more common red flags include having a temporary location, not having a functional website, and being recently opened. With more than 30 years serving the residents and businesses of Springfield, IL, JLW Tax & Bookkeeping Services has proven that it’s a reputable tax preparer that offers year-round services.

Choose Our Experienced Tax Preparation Service

The JLW Tax & Bookkeeping Services team understands you want your taxes done correctly. Therefore, we offer comprehensive tax preparation services. In addition, we also offer bookkeeping services, which can greatly simplify the tax preparation process. Give us a call at 217.679.7872 to schedule an appointment so we can discuss how our services will benefit you.

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