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Jennifer

May 30, 2019

Test Drive Crew

We are excited to share our Planner Test Drive Crew! What is it? It is a group of people who are going to use the […]

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What to ask someone before you trust them with your information:

You need a professional in your corner. We are that person for you. If you keep searching, here are the questions to ask whoever you talk to.

Are you licensed? ( EA, CPA, and Lawyer are the only licenses that the IRS recognizes)
Do you carry Errors & Omissions Insurance? Who is the carrier (If you have heard of them, they do not have it. E&O helps us to make sure that our mistakes do not become your problem.)
Where can I find you after tax season? (Many tax businesses shut down during the rest of the year)
Do you carry cyber liability insurance in case my information is hacked?
How many hours of Continuing Education do you do every year? What in? (Make sure that they are in TAX topics, not things that do not help you with your taxes)

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