Thursday, March 21, 2013

5 Tips For Getting Your Money's Worth When Hiring A Tax Professional

The link at the bottom of the page explains some tips for getting your money's worth out of your CPA or Enrolled Agent. When you are in IRS trouble it is equally as important to consider the same tips when choosing your tax representative.  The 5 tips are as follows: 

- Build a Relationship: As with anything in life building a relationship with your representative will help you deal with your problems.  Isn't it easier to tell someone about your problems when you trust them, when you have dealt with them for awhile, or know them on more of a personal level?   At HTG we are focusing on the customer experience and as advisers we want to make sure the customer experience is unparalleled to any other. Of course, it won't be a massage at a 5 star resort in the Bahama's, but we promise if you are in IRS trouble, we will foster a relationship with you so you feel comfortable working with us. 

- Be Organized: We cannot stress this enough when you are in IRS trouble.  Be organized and stay organized throughout the process.  One of the educational pieces we offer to our clients is to get and stay organized. It will help lower costs, help us understand your situation better, and help us stay organized as far as putting together an eventual proposal on your behalf. Again, it will cut costs for you, save you time, and save us time thus helping you with resolving your situation when you are in IRS trouble. 

- Don't Make Assumptions: This goes for anything in life, but especially when you are facing IRS trouble.  For example, if you receive a notice don't assume it has been taken care of, fax it over to us, talk to us about it so everyone is on the same page.  Communication is vital when dealing with your IRS issues. 

- Consult With Your Tax Professional: We cannot emphasize this enough when making important financial decisions, buying a car, buying a home, selling a home, etc. It is important when dealing with an IRS tax problem to face all financial issues together with your tax professional. 

- Don't Lie to Your Tax Professional: This goes without saying when dealing with IRS trouble, lying will not get you anywhere close to resolving your problems. Further, if and when a client does lie to us, we are no longer able to represent them fully before the IRS. 

If you are facing IRS trouble call us directly at 720-398-6088 or at