Westax has over 30 Years of Experience Dealing with Tax Returns, the IRS, and States!
You can trust Westax to be Up-Front, and answer all your questions in a friendly, professional manner!
Don’t Hesitate! Make you Appointment now to reserve your spot!It is an extremely busy season and appointments are required. Contact Us!
We make it EASY for you. Bring your forms…we’ll do the rest!
Registered Tax Preparer, Cheryl Gerald, provides personal & business income tax preparation service, expert tax advice and taxpayer help dealing with all levels of the IRS and State Agencies. Based in Corona, we have been serving not only Southern California clients – but Nationwide – since 1989. Our year-round service also includes small business consulting and tax planning for start-ups or established companies.
Whether you need professional guidance with complex tax issues such as audits and IRS problems, or you are seeking general income tax preparation, Westax can help. Give us a call!
Tips for Choosing a Tax Return Preparer
“If you pay someone to prepare your tax return, the IRS urges you to choose that preparer wisely. Taxpayers are legally responsible for what’s on their tax return even if it is prepared by someone else. So, it is important to choose carefully when hiring an individual or firm to prepare your return. Most return preparers are professional, honest and provide excellent service to their clients.
This year, the IRS wants to remind all taxpayers that they should use only preparers who sign the returns they prepare and enter their Preparer Tax Identification Numbers (PTINs).”
- Check the person’s qualifications. New regulations require all paid tax return preparers to have a Preparer Tax Identification Number.
- Find out about their service fees. Avoid preparers who base their fee on a percentage of your refund or those who claim they can obtain larger refunds than other preparers.
- Provide all records and receipts needed to prepare your return. Reputable preparers will request to see your records and receipts and will ask you multiple questions to determine your total income and your qualifications for expenses, deductions and other items. Do not use a preparer who is willing to electronically file your return before you receive your Form W-2 using your last pay stub. This is against IRS e-file rules.
- Never sign a blank return. Avoid tax preparers that ask you to sign a blank tax form.
- Review the entire return before signing it. Before you sign your tax return, review it and ask questions. Make sure you understand everything and are comfortable with the accuracy of the return before you sign it.
- Make sure the preparer signs the form and includes his or her preparer tax identification number (PTIN). A paid preparer must sign the return and include his or her PTIN as required by law. Although the preparer signs the return, you are responsible for the accuracy of every item on your return. The preparer must also give you a copy of the return.