No, it does not mean becoming a tax preparer. There are steps that an advisor can take every year, regardless of the tax preparer a client is working with. SUBSCRIBE: ...

Becoming a CPA or tax preparer. For many people, the career path of a tax preparer is just the beginning of their journey. The next leg of that journey might involve becoming a bookkeeper or ...

You don't want to select a preparer who figures out the lowest tax only to find out the return is full of errors. On the other hand, you might want a preparer who will take an aggressive stance ...

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However, the majority of U.S. taxpayers still use a tax professional to file, per USA Today. That being said, members of Gen Z are least likely to do so, and tax filing software has become more ...

No matter how diligent you might normally be, tax preparer fraud can happen to anyone. Becoming the victim of a criminal who has, for example, prepared false tax returns to inflate a refund (or ...