Quality Tax Return Preparation

January 13, 2012

How does a tax firm provide a quality product?  Here are a few of my answers.

Acquiring good information. The more information supported by documentation the more accurate and “audit proof” the return can be. The preparer may need to ask questions to confirm history and source of documents or request more documents to clarify the client’s verbal or written statements.

Research and discussion. A firm that encourages preparers to discuss particular tax situation with each other or supervisors and to research unusual items or treatments, will have a more knowledgeable staff. Annual training is an important part of this process.

Review. Even the most experienced and accurate preparers make errors. Whether a typing error or misunderstanding of information or law, a second set of eyes, is always important. Even a sole practitioner can improve accuracy by reviewing their own work a day or two later.

Providing the client with what they need.  A quality product includes not only a neatly assembled client copy of the tax return but also other information and instruction necessary to help the client file the returns. Worksheets may be added on an as needed basis depending on the interest of the client. Instructions should be clear and usually include envelopes correctly addressed. Information on how to better prepare for the next tax year can be helpful.

Confidentiality.  Tax return preparers, whether a CPA, EA or other preparer, are required by the I.R.S. to maintain a clients confidentiality. The office staff should not be heard discussing other clients by name or description.  Everyone’s social security number must be protected.  A client’s tax documents should be securely stored and conveyed.  

Observing laws.  In this electronic age, more and more rules are necessary to prevent fraud and theft. Your tax preparation firm should be following the laws for your benefit and theirs. While preparers are now required to offer efiling, this process has many rules to be followed. A preparer should never ask you to sign a blank form or offer to file your return without getting your signature first. Even though inconvenient, it helps to protect you as a taxpayer. Dishonesty in one area of work can carryover to other acts.

As I said, everyone makes mistakes. At Brown Tax Accounting, this year we are concentrating on minimizing the errors. Sometimes this takes longer that you might like or it may cost more than someone else charges, but we hope to have more satisfied clients in the long run.

Julie K. Brown CPA, EA     January 13, 2012

January 12th Ribbon Cutting

January 17, 2011

WACC and WARM Help With Ribbon Cutting -Janet Davis, Kriss Rogers, Julie Brown, Scott Marier and Travis Sanders

January Food Drive – Travis Sanders (WACC), Julie Brown (BTA), Scott Marier (WARM) and Janet Davis (WACC)

January 12, 2011

The ribbon cutting at the new office was a success. The Chamber of Commerce CEO, Janet Davis and President, Travis Sanders, brought the big scissors to get us officially opened. Special guest, Scott Marier, Director of Westerville Area Resource Ministry was there for the official kick off of our food and resources drive for WARM. Check out the website www.warmwesterville.org for a list of most needed items.


Join Us! January 2011 Events

January 11, 2011

Celebrating our new location and expansion

Wed., January 12th, 2 PM
Ribbon Cutting
(opening new location)
Westerville Area Chamber of Commerce and
W.A.R.M. Food Drive Kick-off (Jan.12-31)

Sun., Jan 23rd, 2 to 5 PM
Open House
Anyone making a donation to WARM*
(food or monetary) will receive a chance to win a $50 WUMA Gift Card**.
Attend to receive free tax guide –Choice of:
o 2011 Donation Tracker,
o 2011 Mileage & Expense Log,
o Understanding Health Care Reform, or
o Understanding Social Security and Medicare.
Meet the new staff members

RSVP for events appreciated but absolutely not required

*In celebrating our expansion, Brown Tax Accounting wants to help those not as fortunate in Westerville. Please join us for the open house or visit anytime this month and bring one or more items for the WARM food pantry. www.warmwesterville.org

**Westerville Uptown Merchants Assoc. www.shopuptownwesterville.com/WUMAUptownGiftCardDirectory

Brown Tax Accounting is now located at:
283 South State St., Suite 103,
Westerville, OH 43081.

New Links Added

March 23, 2009

I’ve added some new links to tax related information or forms by category to my Links page.
Some may be useful to you  for tax planning and others for understanding.

Countdown to Tax Day


November 2017