The final deadline for filing your taxes is fast approaching, but that doesn’t mean you’ll be done with your taxes until next year. At QualiTax, our certified tax advisors work year round to help prepare you for filing your taxes. They strive to help you save money by finding deductibles that the software can’t. Whether you need help with your personal taxes, small business taxes, or small business accounting, QualiTax can do it all, so if you’re in the Annapolis area, stop by QualiTax or give us a call to schedule your consultation.

If you think that you or your business could benefit from the help of a tax advisor, now is the time to start looking! That being said, you want to be sure that you are hiring the right person, which is why in today’s post, we will go over a few questions that you should ask a potential tax advisor to ensure that you find the right one. Continue reading below, and if you think the expert tax professionals at QualiTax are the right fit for you, give us a call today!

What license(s) do you have?

In our last post, we discussed the difference between a tax advisor and a tax preparer. Tax advisors have the ability to give you assistance in numerous areas, while tax preparers provide you with short-term assistance. Because tax advisors work in a variety of different areas, they need to be licensed to help you. If you’re looking for someone who can help you long-term and give you advice on more ways to save, then you want someone who has a CPA (Certified Public Accountant) license.

How many years of individual tax experience do you have?

As you search for a tax advisor you can trust, it’s always a good idea to look into their credentials. While their licenses and educational background are important, you also want to know how many years of experience someone has. If the tax advisor you are meeting with doesn’t have very many years of tax experience, that may not necessarily be a bad thing, but you may want to consider looking for someone who been in business a bit longer.

At QualiTax, our tax professionals have more than 38 years of experience. While our experience gives us a leg up on the competition, it is our attention to detail and personalized service that really sets us apart. When you work with us, you can expect a company that is big enough to meet your needs and get the job done, yet small enough to know your name. Get started with QualiTax today!

Do you have expertise in these areas?

If you are looking for a small business tax advisor, you want to be sure that they have the right experience for your company. A technology company is going to have different needs than a small, mom-and-pop store. For a company that has been in business for years, you may want a more behind-the-scenes tax advisor, whereas a company that is just getting started might want a tax advisor that is going to be more hands-on. Either way, it’s always a good idea to see if a potential tax advisor has the skill and expertise to meet your needs.

Will you represent me if I’m audited?

Nobody likes to receive an IRS audit letter in the mail, especially if it means hours of going through papers trying to find what went wrong. There are some tax preparers who will leave you hanging when faced with the IRS, which can cost you time and money, especially if you have to take away time from running your small business. If this is something you are worried about, then you want to find a tax advisor who will go to bat for you. They are the professionals who have the knowledge of tax law, therefore, it’s a good idea to have them on your side should you ever be audited.

These are just a few questions that you should consider asking a potential tax advisor. Luckily, when you work with the professional tax advisors at QualiTax, you can rest easy knowing that you are in good hands. Not only will our licensed Annapolis CPAs provide you with the quality personal and small business tax services that you deserve, they will also confront the IRS on your behalf if you get audited. If you’re looking for a tax advisor you can trust, then look no further than QualiTax! Call today to schedule a consultation.