• Ep 37: Tax Prep 101: Your Guide to the Ultimate Tax Pro

  • Feb 5 2025
  • Length: 34 mins
  • Podcast

Ep 37: Tax Prep 101: Your Guide to the Ultimate Tax Pro

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  • Summary

  • Tax season is around the corner. If you are looking for a new tax professional, we have you covered.

    In today's episode, we are going to walk you through how you select a good tax professional, especially if you have cross-border needs or assets overseas.

    The ten items or tips to consider as you select your tax professionals. If your tax preparer meets these tips, you are likely in excellent hands. The tips range from
    • Checking the preparer's history for any disciplinary actions, to service fees, to electronic filing, and realistic expectations, amongst others.

    We end the episode by explaining what to do if you see suspicious or abusive tax preparers. IRS is interested in hearing from you.

    Episode Links & Resources

    • Loving v. IRS: Treasury's Authority to Regulate Tax Return Preparers
    • Circular 230
    • Watch Out For Unrealistic Expectations and Falsely Inflating Returns
    • Are you Tax-compliant With Your Overseas Assets? - Free Guide - Scroll to the bottom of the page.
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    The speakers' views and opinions discussed in this episode should not be considered financial, tax, or legal advice. Consult your advisor for any legal, cross-border tax, and financial advice.

    Be sure to join the conversation by visiting our page The International Money Cafe

    Or by following us on social media:-

    Follow us on social media:- LinkedIn; Instagram; Twitter (X); Facebook
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