“税理士の選び方”について

いつもブログをお読みいただき有り難うございます。

今月に入り税金申告関係のお問合せを電話でも頻繁にいただきます。

初めて弊所にお電話をいただくお客様の場合には相性判断の場となりますが、米国・内国歳入庁（IRS）のサイト内に“税金申告作成者の選び方”と言うものが掲載されていましたのでご紹介させていただきます。

•A paid preparer must sign the return as required by law.

•Avoid preparers who claim they can obtain larger refunds than other preparers. If your returns are prepared correctly, every preparer should derive substantially similar numbers.

•Beware of a preparer who guarantees results or who bases fees on a percentage of the amount of the refund. A practitioner may not charge a contingent fee (percentage of your refund) for preparing an original tax return.

•Understand that the most reputable preparers will request to see your receipts and will ask you multiple questions to determine your qualifications for expenses, deductions and other items. By doing so they have your best interest in mind and are trying to help you avoid penalties, interest or additional taxes that could result from an IRS examination.

•Choose a preparer you will be able to contact and one who will be responsive to your needs. Ask who will actually prepare the return before engaging services. Avoid firms where your work may be delegated down to someone with less training or some unknown worker. You should know exactly who works with your tax matters at all times and how to contact him or her; after all, you are paying for it. Determine if the preparer is exporting your return to a foreign country for preparation. Foreign countries do not have the same security and privacy laws as the United States nor is there any recourse should your information be compromised as a result of lax or nonexistent privacy procedures.

•Investigate whether the preparer has any questionable history with the Better Business Bureau, the state’s board of accountancy for CPAs, the state’s bar association for attorneys or the IRS Office of Professional Responsibility (OPR) for enrolled agents or the oversight agency in states that license or register tax preparers.

•Determine if the preparer’s credentials meet your needs or if your state mandates licensing or registration requirements for paid preparers. As of 2008, California and Oregon are the only two states that regulate paid tax preparers. Is he or she an Enrolled Agent, Certified Public Accountant (CPA) or Tax Attorney? Only attorneys, CPAs and enrolled agents can represent taxpayers before the IRS in all matters including audits, collection actions and appeals. Other return preparers may represent taxpayers only in audits regarding a return that they signed as a preparer.

•Find out if the preparer is affiliated with a professional organization that provides or requires its members to pursue continuing education and holds them accountable to a code of ethics.

たくさんのことを細かく書いていますが、「きちんとした税金申告書類を作成してくれる人を選びなさい。」と言うことだと解釈しています。

「上記を読んで弊所を選んでください。」と言っているのではなく、それぞれの事務所により得意、不得意な分野があり、正直に書かせて頂きますと「税法の中でも関わりたくない。」と考えている分野もありますが、そのような分野には全力で克服しようと努力をしております。

無事にご依頼の案件が終わり、お客様に喜ばれていると感じた時には「この仕事をやっていて良かった～。」と「ホッと」します。

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Written by

Office T.Professional（オフィス　ティー・プロフェッショナル）
米国税理士　小野　知史（Tomofumi Ono）

ホームページ：http://www.tprofessional.jp
e-mail：[e-mail]

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