How Do I Choose the Best Tax Planning Services?

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  • Written By: Kristie Lorette
  • Edited By: O. Wallace
  • Last Modified Date: 20 September 2018
  • Copyright Protected:
    Conjecture Corporation
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The best way to chose the best tax planning services is to make a list of all of the types of tax planning and implementation services you need. The list of services you require may differ if you are seeking personal tax planning services versus business tax planning services. Once you have the list, identify the tax planning companies that offer these services and compare them until you find the one that best fits your needs.

According to the Internal Revenue Service (IRS), one of the first consideration you should make when choosing a tax planner is the qualifications of the person you will be working with. This is especially true if you have a special tax situation, such you owe money to the IRS, or you own a small business. Even if you are simply using tax planning services to minimize your tax obligations as an individual, you want to choose a tax planner that has the experience, licensing and certifications for you to accomplish your goals.


While their credentials are a vital component, you should also consider your ability to work with the tax planner, as these services require you to interact with the tax planner several times throughout the year. It starts by setting goals and making a plan and then the rest of their services deal with implementing the plan and making sure you meet your goals. You want to have a rapport with the tax planner you are working with to make the process easier and more pleasant.

After you find tax planning services that have the qualifications and the rapport you are seeking, then it is time to find out what they charge for the services that you need. Make sure that you are only paying for the services that you actually need. Some tax planning services offer packages, but the packages often contain services that do not pertain to you, so make sure that you are only paying for the services that you need. In addition, if you choose a package that does not contain every service you need, see if the tax service offers optional services that you can add on to the package.

Finally, conduct a reference check on each of the tax planning services that you are considering. See if there are any complaints against the tax service with the Better Business Bureau or the Attorney General’s office for the state. Also, ask the tax planning services for client references and then take the time to check these references before making a final decision on which service meets the most of your needs.



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