• 2 Posts
  • 16 Comments
Joined 2 years ago
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Cake day: July 1st, 2023

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  • This is more for a tax preparer, but might be useful in your situation that my organization put together.

    Top Questions to Ask a Paid Preparer

    1. How do you determine your fee and how much will it cost?

      • Reasonable fees vary, but the cost to prepare your return should not be based on the amount of your refund.
    2. Are you open and available all year-round?

      • Preparers should be available year-round to help you as needed.
    3. What is the expected time frame for receiving my completed tax returns after submitting all required documents?

      • Setting clear expectations is crucial.
    4. If the Michigan Department of Treasury or IRS contacts me regarding my return, will you be able to assist me?

      • The answer should be yes because you must respond if this happens.
    5. Will you be signing the tax return as a preparer?

      • Yes.

      May I see proof of your PTIN?

      • All signing preparers are required to have a PTIN.
    6. How is your data protected?

      • The preparer should have a written security plan as required by the IRS.
    7. Will I be receiving my refund directly (i.e., through the mail or direct deposit)?

      • Refunds should come to you directly, and direct deposit is the fastest and safest way to get your refund.
    8. Will you provide me with a copy of my completed tax return and return any original documents I provided?

      • Yes.
    9. Are you affiliated with a professional organization?

    10. How do you learn about new tax laws?

    • The best answer is through continuing education.
    1. Do you have a professional license, credential, or training? If so, may I see proof including current status?

    *A “no” response to questions 8 & 9 does not necessarily mean that the tax preparer has a lesser ability to properly prepare your tax return.


















  • Kind of depends on the cause of the headache…is it sinus related? If you live in a dry area, your nasal passages may need hydration (netti pot or saline spray or take a hot shower) or it might be adult allergies. Is it tension? If so, try to find the tension and massage it out. Use peppermint oil roller (it cuts the intensity, but likely won’t make it go away). It could also be a good sensitivity that you’ve developed.

    If you start I get them frequently or more than normal, keep a log of when you get them and what you did before it and what you ate. Then talk to your doctor. I spent three years trying to find out the cause of my migraines. Journaling can help.