Ask Terry Questions How to Find a Good Tax Preparer

How to Find a Good Tax Preparer

By Terry Savage on September 25, 2022 | Housing / Real Estate

Over the past 9 years, I have had 5 different CPAs/Registered Agents to prepare the tax returns for an irrevocable trust that I inherited from my parents. All were either (1) ignorant of the tax laws and/or (2) careless about details and filing. (All were referrals from people I trusted.) Do you have any recommendations or suggestions about how to find a good tax preparer? I live in Des Plaines.

Terry Says

Gosh, that should be a simple filing– unless there were investments inside the trust that involved real estate or other partnerships. I don’t have a recommendation for you. BUT if you try TurboTax you have immediate access to real experts on every topic.
You might want to start now with a review — since by September 15th all those partnerships were required to send out documentation. So they could review last year’s return and subsequent documents.

money

ASK TERRY

a personal
finance question