Something many financial professionals agree on is the SECURE [...]
In an unexpected end-of-year move, a Democratic House and a [...]
Let’s answer the second part of this question first: [...]
WHAT ARE THE PREPARERS QUALIFICATIONS?: All tax preparers are required to have a Preparer Tax Identification Number (PTIN). Ask what license(s) they have (Enrolled Agent, CPA, or Attorney). You want your preparer to at least be a Registered Tax Return Preparer and have met minimal competency requirements. Ask if they are affiliated with any professional organizations. Most professional organizations require their members to take continuing education.
The Law Offices of Jeffrey G. Marsocci, PLLC is pleased [...]