{"id":3782,"date":"2021-06-15T12:49:34","date_gmt":"2021-06-15T17:49:34","guid":{"rendered":"https:\/\/kramerwealth.com\/?p=3782"},"modified":"2024-01-24T09:49:08","modified_gmt":"2024-01-24T15:49:08","slug":"choosing-the-right-financial-professional-tax-professionals","status":"publish","type":"post","link":"https:\/\/kramerwealth.com\/choosing-the-right-financial-professional-tax-professionals\/","title":{"rendered":"Choosing the Right Financial Professional &#8211; Tax Professionals"},"content":{"rendered":"<p class=\"responsive-video-wrap clr\"><iframe title=\"Choosing the Right Financial Professional 4\/4: Tax Professionals (ASL)\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/zkCpqCxFwCU?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe><\/p>\n<p><span style=\"font-weight: 400;\">Many people are surprised to learn that there is no license required to be a tax preparer!!\u00a0 Anyone can call themselves a tax preparer and help fill out your taxes. However, if you\u00a0 pay them for their services, they must register with the IRS and receive a PTIN (Preparer\u00a0 Tax Identification Number). They should be signing your tax return and inputting their\u00a0 PTIN number on your tax return, which shows they are the ones that prepared it. If they\u00a0 are not signing your return as a paid preparer, you should not be paying them!\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In addition, California, Connecticut, Iowa, Maryland, New York, and Oregon have their\u00a0 own requirements for paid tax preparers in those states, with Maryland and Oregon even\u00a0 imposing their own state exams.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">While there is no license for tax preparers in most states, there are some credentials that\u00a0 allow a person to represent you before the IRS.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">CPA- Certified Public Accountant\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">EA- Enrolled Agent\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Only these two credentials or an attorney can represent you before the IRS. However,\u00a0 there are many other tax professionals that are qualified and very experienced. Just\u00a0 make sure they have a PTIN and are signing their name on your tax return.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We here at Kramer Wealth Managers, encourage you to ask your financial professionals to\u00a0 ensure that they do have proper credentials, licensure, or registrations. Don\u2019t be afraid to ask\u00a0 questions and make sure they are the right fit for the type of services you need.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We have developed a list of professionals in many states that are either fluent in ASL or have\u00a0 experience working with deaf clients through an interpreter. We want our clients to work with\u00a0 professionals who can help you to establish, build on, and support your financial goals. Feel free\u00a0 to contact us if you have any questions. We would be happy to discuss more with you.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Many people are surprised to learn that there is no license required to be a tax preparer!!\u00a0 Anyone can call themselves a tax preparer and help fill out your taxes. However, if you\u00a0 pay them for their services, they must register with the IRS and receive a PTIN (Preparer\u00a0 Tax Identification Number). They should be [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":3789,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"0","ocean_second_sidebar":"0","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"0","ocean_custom_header_template":"0","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"0","ocean_menu_typo_font_family":"0","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"0","ocean_post_oembed":"","ocean_post_self_hosted_media":"","ocean_post_video_embed":"","ocean_link_format":"","ocean_link_format_target":"self","ocean_quote_format":"","ocean_quote_format_link":"post","ocean_gallery_link_images":"off","ocean_gallery_id":[],"footnotes":""},"categories":[18],"tags":[34,40],"acf":[],"_links":{"self":[{"href":"https:\/\/kramerwealth.com\/wp-json\/wp\/v2\/posts\/3782"}],"collection":[{"href":"https:\/\/kramerwealth.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kramerwealth.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kramerwealth.com\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/kramerwealth.com\/wp-json\/wp\/v2\/comments?post=3782"}],"version-history":[{"count":2,"href":"https:\/\/kramerwealth.com\/wp-json\/wp\/v2\/posts\/3782\/revisions"}],"predecessor-version":[{"id":3976,"href":"https:\/\/kramerwealth.com\/wp-json\/wp\/v2\/posts\/3782\/revisions\/3976"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kramerwealth.com\/wp-json\/wp\/v2\/media\/3789"}],"wp:attachment":[{"href":"https:\/\/kramerwealth.com\/wp-json\/wp\/v2\/media?parent=3782"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kramerwealth.com\/wp-json\/wp\/v2\/categories?post=3782"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kramerwealth.com\/wp-json\/wp\/v2\/tags?post=3782"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}