01/04/2024
Join our free Ask an Accountant Group for any help you need with tax questions or finding the best accountant for your situation. Link is in the comments.
🚨⚠️ SCAM ALERT ⚠️🚨
I've received increased reports of scammers disguising themselves as accountants and tax professionals. Share these tips to ensure the accountant is a real accountant:
✅️ Try to get a referral from a friend, family, fellow business owner, or your local town group.
⚠️ Use Discretion when Googling "Accountants Near Me" or hiring off Social Media.
✅️ Request an in-person meeting or consultation.
⚠️ Use Discretion if they do not allow in person meetings, even if you offer to travel.
✅️ Search for a long term Online Presence, reviews, and history of their business.
⚠️ Use Discretion if their social media/websites were just recently established a week or a month ago.
✅️ Ask about their onboarding process requirements.
⚠️ Use Discretion if you're a new client and they ask for immediate payment or deposits, without an onboarding process/engagement letter.
✅️ Test: Ask them an accounting question you already know the answer to ("What is the maximum number of dependents I can receive a Child Tax Credit for?" Etc).
⚠️ Use Discretion and be weary of "too good to be true" promises, such as large refund promises, or promises to eliminate tax bills from your tax return.
✅️ Join our free Ask an Accountant Group for any help you may need with tax questions or finding the best accountant for your situation 💜:
Facebook.com/groups/taxlawspecialist