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Why Trust Diamond Certified Tax Preparation Firms Rated Highest in Quality?

Photo: Russell Barnett, EA (2016)

You are the customer. If your goal is to choose a tax preparation firm that will deliver high customer satisfaction and quality, you’ll feel confident in choosing a Diamond Certified tax preparation company. Each has been rated Highest in Quality in the most accurate ratings process anywhere. And you’re always backed by the Diamond Certified Performance Guarantee. Here’s why the Diamond Certified ratings and certification process will help you find a top-rated tax preparation service and is unparalleled in its accuracy, rigor and usefulness:

1) Accuracy: All research is performed by live telephone interviews that verify only real customers are surveyed, so you’ll never be fooled by fake reviews.

2) Statistical Reliability: A large random sample of past customers is surveyed on an ongoing basis so the research results you see truly reflect a Diamond Certified company’s top-rated status.

3) Full Disclosure: By clicking the name of a company above you’ll see the exact rating results in charts and read verbatim survey responses as well as researched articles on each qualified company.

4) Guaranteed: Your purchase is backed up with mediation and the Diamond Certified Performance Guarantee, so you can choose with confidence.

Click on the name of a Diamond Certified company above to read ratings results, researched articles and verbatim customer survey responses to help you make an informed decision.

More than 200,000 customers of local companies have The Diamond Certified Ratings Dashboard includes bar and pie charts displaying customer satisfaction and loyalty ratings results for each company. Click on a company name below to see ratings, researched articles and customer survey responses. Live telephone interviews ensure only real customers are surveyed. Only companies scoring Highest in Quality earn Diamond Certified. been interviewed in live telephone calls, and only companies that score Highest in Quality in customer satisfaction–a 90+ on a 100 scale–as well as pass all of the credential-based ratings earn Diamond Certified. By requiring such a high score to qualify, the Diamond Certified program eliminates mediocre and poorly performing companies. Read detailed information about the ratings and certification process.

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DIAMOND CERTIFIED EXPERT CONTRIBUTORS IN THE Santa Cruz County – Tax Preparation CATEGORY

Russell Barnett is a veteran of the tax preparation industry and owner of Russell Barnett, EA, a Diamond Certified company. He can be reached at (408) 341-9924 or by email.

Russell Barnett

diamond certified contributor profile and expert article

Russell Barnett: The Accountable Accountant

By Suzanne Carroll, Diamond Certified Resource Reporter

SAN JOSE — Russell Barnett started college as a music major, but eventually, he realized that his true talent was in arranging accounts rather than compositions. Perhaps the clearest sign of this was when he passed his qualifying exam to be an enrolled agent—a specialist in tax preparation for individuals, corporations, trusts or any entity required to report taxes. This test usually requires years of study and several attempts to pass, but Russell did so not only on his first try, but while he was still in school working toward his accounting degree. When he passed, he was astonished, but he also knew he was finally on the right career path. “Being an enrolled agent is just my calling,” he explains. “I’ve finally ended up where I’m supposed to be. I like my work, especially the people I get to meet and the opportunity to help my clients.”

After working for other firms for a couple of years, Russell decided to strike out on his own in 2007. He says being his own boss has allowed him a level of flexibility that has come in handy for balancing work and life. “Obviously, during the tax season the time commitments are intense, but the rest of the year I have a lot more discretion as to when I’m in the office or when I’m working from home, which allows me to spend time with my wife, Jolene, and our two kids.”

A California native, Russell has lived in the San Jose area since he was six years old and loves that all his family lives in the region, too. When asked what he likes most about the Bay Area, he points to the region’s vibrancy and embrace of technology, describing himself as a bit of a techie. Russell also appreciates that most residents care first and foremost about results. “If you can do the work, it doesn’t matter where you come from, what you look like or what degree you have on the wall,” he says. “It’s just about the results.”

Outside of work, Russell’s life centers around activities with his young children, but he still makes time for music and enjoys playing the ukulele. When asked how he might spend his retirement, he says he hasn’t considered it much since it’s still decades away, but he imagines he’ll spend more time playing the ukulele, enjoying his family, volunteering and helping out around the house.

In his life and career, Russell acknowledges the importance of accountability. “The buck stops at my desk, for good or bad,” he affirms. “I’m accountable to each of my clients, which means making sure all their accounts are handled with accuracy and honesty. Overall, I think simply being true to your word is at the heart of treating people well, and that’s what I always try to do.”

Ask Me Anything!

Q: Coffee or tea?
A: Neither. I get my caffeine from Diet Coke.

Q: Do you prefer to read fiction or non-fiction?
A: Fiction. I tend to skew toward the fantasy genre.

Q: What’s your favorite local restaurant?
A: Kubota in San Jose.

Q: What’s your favorite movie?
A: “Big Fish.”

Q: Do you speak any foreign languages?
A: I was a foreign exchange student in Japan for six months in high school. By the time I left, I could speak Japanese pretty well, but I’ve definitely fallen out of practice.

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How to Avoid Tax-Season Headaches

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SAN JOSE — Many people dread doing their taxes because they suddenly discover they owe more money than they expected or feel rushed to file all the paperwork on time. To avoid situations like these, it’s important to make sure… Read more

Expert Video Tip

Video: Assessing Your Tax Withholdings

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Complete Video Transcription:

SAN JOSE — Host, Sarah Rutan: When it comes to income taxes, many taxpayers overlook their yearly withholdings. Today we’re in San Jose with Diamond Certified Expert… Read more

SELECTED PHOTOS FROM THESE TOP RATED COMPANIES

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INDUSTRY INFORMATION AND RESEARCHED ARTICLES BY THE DIAMOND CERTIFIED RESOURCE

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personal income tax preparation services
small business tax preparation
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business tax accounting
self-employment tax preparation
online tax preparation
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professional tax return filing preparation
corporate tax preparation
tax filing software assistance
electronic tax filing
payroll tax preparation

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Know What You Want
Question Yourself Before Interviewing Tax Preparers and CPAs

When you shop for a Santa Cruz County tax preparation company, experience is paramount; so too is current knowledge of tax issues, laws and trends.

In addition to making sure that the company you select has the appropriate registrations and certifications, make sure you ask certain questions to help you flesh out the best tax preparation company.

  • Do I want a Diamond Certified tax service that is rated best in quality and backed by the Diamond Certified Guarantee?
  • Do my tax situation and my finances warrant a tax preparation company?
  • Does I want a professional tax preparation service that maintains an office year round in Santa Cruz County?
  • What personal and professional attributes am I looking for in a tax preparer, EA or CPA?
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What To Ask In Person
Questions to Ask Tax Preparers in Person

When you visit the Santa Cruz County companies that are on your short list, ask questions that help you see the firm’s actual experience. You also want to understand the company’s processes and review its policy and procedures.

Questions to ask when you meet with local tax preparers in person include these:

  • Who will sign my tax return?
  • Is there an extra charge if you must obtain records for me?
  • Can I have a copy of your written privacy policy?
  • Do you meet state of California tax preparer insurance requirements?
  • May I see your bond certificate?
  • Will you represent me with the IRS if a situation arises?
  • Can you represent me in the Santa Cruz County tax court?
  • Is your registration/certification with CTEC current?
  • Do you have proof that you meet the education requirements for Santa Cruz County Tax Preparers?
  • Do you maintain an office in ______ (i.e. Watsonville, Scotts Valley, and Capitola) year round? Can I meet with you after April 15th for follow-ups?
  • My tax situation is complicated; do you have experience addressing situations such as mine?
  • How long will it take to complete my return?
  • Will you provide me with a copy of my completed tax return?
  • Will you go over the finished tax return with me?
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  • What To Ask References
    Questions for Santa Cruz Tax Preparer References

    Your best option is to choose a Diamond Certified tax preparation company. Every Diamond Certified tax preparation company in Santa Cruz County has passed an in-depth ratings process that most other companies can’t pass. If you want quality service from a tax preparation company in Santa Cruz County, you can have confidence choosing a Diamond Certified company.

    You can go online to access Diamond Certified reports all certified companies. That’s because all research is performed in live telephone interviews of actual customers, so you’ll never be fooled by fake reviews.

    If you can’t find a Diamond Certified tax preparation company within reach, you’ll have to do some research on your own. Be sure to call some of the references provided by your tax preparation company, but keep in mind, that the references you receive from the tax preparation company are not equal in value to the large random sample of customers surveyed during the Diamond Certified ratings process.

    That’s because your tax preparation company will provide references selected from customers that they know are satisfied instead of providing a random selection from all of their customers.

    If you wish to call references on your own, ask for a list of the company’s 10 most recent customers. This will help avoid them giving you the names of only customers they know were satisfied.

    Questions for references and current clients include these:

    • How long have you been using this tax preparation company in ______ (i.e. Santa Cruz, Watsonville, Scotts Valley, Capitola, etc.)?
    • Was the tax preparation company/tax preparer professional?
    • Do you believe you received personal care?
    • Were you audited? Did the Santa Cruz County tax preparation company represent you?
    • Were your questions answered adequately?
    • Did the CPA, EA or tax preparer you worked with seem knowledgeable about current tax laws?
    • Do you believe the helped you achieve the lowest tax liability possible?
    • Would you use this tax preparation service again?
    • Would you recommend them to friends or family?
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  • Review Your Options
    Make a Wise Decision on Which Tax Preparer You Hire

    The Diamond Certified symbol has been awarded to companies that scored Highest in Quality in an accurate ratings process.

    Your ultimate goal is to find a tax expert who will minimize your tax exposure. You want a preparer who is competent in the areas you need help, but you also want an ethical preparer. Make sure you perform a background check on the preparer that you select.

    If the tax preparation company you’re considering offers you an accountant for tax preparation services, check with the California Board of Accountancy to make sure that the CPA has a current license and that he is in proper standing with the board.

    If you are offered an attorney, find out if she is a member of the California Bar Association. If they boast of being IRS enrolled agents, perform some research to find out if they have been cited for any activities that warranted disciplinary actions.

    It is also crucial that you ensure that the tax preparation company you select is legally preparing taxes in areas including Santa Cruz, Watsonville and Scotts Valley.

    This means that they should have current registrations, meet the CTEC education requirements and have the proper bonds. Even though the IRS now has rules that require registration of all paid tax preparers, remember that California also has strict rules regarding paid tax preparers.   You can easily verify that your tax preparer is legal on CTEC’s website.

    Now That You’ve A Santa Cruz CPA You Trust
    Set the ground rules after you select a Santa Cruz County tax preparer. Although your tax preparer is the expert, make sure that they understand that you must have the final nod on all decisions concerning your tax presentation.

    Draw up a contract that clearly states that they will check with you before making decisions and will not make assumptions about your information. Any unavoidable judgment call should be in writing along with the logic leading to the decision.

    Both the IRS and CTEC require that paid preparers sign returns that they complete. Make sure that your preparer abides by this rule. Your preparer’s signature along with her ID is one indication that she is willing to stand behind her work. It also is a mechanism that the tax boards can use to hold preparers accountable for their work.

    No matter how you prepare files and send your return to the IRS, make certain that you get a copy for your records.

    Simplify The Tax Preparation Services
    You must do your homework before hiring a Santa Cruz County tax preparation company.  Once you find an ideal tax preparer, there are steps you can take to make sure that you get the most out of the partnership.

    Ask for an initial consultation—these are usually free. Sometimes tax preparers will come to your home, even if you live in smaller localities such as Mission Springs or Twin Lakes.  Take lots of notes during the initial consultation, and make sure that you provide the tax preparer with every piece of information that he needs to complete your return.

    Be organized. Be prompt.  Ask for a checklist of the items they will need from you.  Present this information to the tax preparer early.

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  • How To Work With
    Make a Wise Decision on Which Tax Preparer You Hire

    Your ultimate goal is to find a tax expert who will minimize your tax exposure. You want a preparer who is competent in the areas you need help, but you also want an ethical preparer. Make sure you perform a background check on the preparer that you select.

    If the tax preparation company you’re considering offers you an accountant for tax preparation services, check with the California Board of Accountancy to make sure that the CPA has a current license and that he is in proper standing with the board.

    Your ultimate goal is to find a tax expert who will minimize your tax exposure. You want a preparer who is competent in the areas you need help, but you also want an ethical preparer. Make sure you perform a background check on the preparer that you select.

    If the tax preparation company you’re considering offers you an accountant for tax preparation services, check with the California Board of Accountancy to make sure that the CPA has a current license and that he is in proper standing with the board.

    If you are offered an attorney, find out if she is a member of the California Bar Association. If they boast of being IRS enrolled agents, perform some research to find out if they have been cited for any activities that warranted disciplinary actions.

    It is also crucial that you ensure that the tax preparation company you select is legally preparing taxes in areas including Santa Cruz, Watsonville and Scotts Valley.

    This means that they should have current registrations, meet the CTEC education requirements and have the proper bonds. Even though the IRS now has rules that require registration of all paid tax preparers, remember that California also has strict rules regarding paid tax preparers.   You can easily verify that your tax preparer is legal on CTEC’s website.

    Now That You’ve A Santa Cruz CPA You Trust
    Set the ground rules after you select a Santa Cruz County tax preparer. Although your tax preparer is the expert, make sure that they understand that you must have the final nod on all decisions concerning your tax presentation.

    Draw up a contract that clearly states that they will check with you before making decisions and will not make assumptions about your information. Any unavoidable judgment call should be in writing along with the logic leading to the decision.

    Both the IRS and CTEC require that paid preparers sign returns that they complete. Make sure that your preparer abides by this rule. Your preparer’s signature along with her ID is one indication that she is willing to stand behind her work. It also is a mechanism that the tax boards can use to hold preparers accountable for their work.

    No matter how you prepare files and send your return to the IRS, make certain that you get a copy for your records.

    Simplify The Tax Preparation Services
    You must do your homework before hiring a Santa Cruz County tax preparation company.  Once you find an ideal tax preparer, there are steps you can take to make sure that you get the most out of the partnership.

    Ask for an initial consultation—these are usually free. Sometimes tax preparers will come to your home, even if you live in smaller localities such as Mission Springs or Twin Lakes.  Take lots of notes during the initial consultation, and make sure that you provide the tax preparer with every piece of information that he needs to complete your return.

    Be organized. Be prompt.  Ask for a checklist of the items they will need from you.  Present this information to the tax preparer early.

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  • Be a Good Customer
    Can You Be a Good Tax Service Customer?

    It’s the tax preparer’s responsibility to present your tax situation in the best light and obtain the lowest tax liability for you. You play a huge role in helping the tax preparation company reach this goal. Follow these simple steps when you hire a Santa Cruz County tax preparation company.

    You will need to forward personal information such as social security numbers and driver’s license for each family member that you will include on your return. You also will need to provide income and tax information along with any expense that can be used to reduce your tax liability.

    Don’t forget dependent care expenses and retirement contributions as these credits also can help to reduce the tax amount that you owe.

    Gather all necessary documentation:  Organization is crucial here.  Gather all supporting documentation and organize it.  Do not toss it all in a shoe box and leave it up to your tax preparer to sort.  If you are paying by the hour, it will cost you.  Besides, you do not want to bring out the grumpiness in your preparer.  Remember, you want the lowest tax liability possible, and if your preparer must sort through mounds of unrelated documents and receipts, he may miss a few.

    Keep storage with files for important items:  If you are near the filing deadline, this point may be mute for now, but remember it for next year.  Track all of your expenses and store the information in one place. Make files for your business records, mortgage and other long-term documents.  Be prepared to take this entire storage system to your preparer—make sure it is neat and organized. At the very least, make a checklist of all the items that you must take to the preparer.  Make sure that you have everything on your list checked off before venturing to your preparers office.  If you have all of the necessary documents, your preparer will be able to complete your return more quickly.

    Maintain consistent logs: This is especially important if you own a business or travel for work.  Record automobile, travel and entertainment expenses, and keep track of your laptop and mobile phone usage. In fact, log any business related expense and make sure you attach receipts where applicable.  It is a good idea to keep your cancelled checks or credit card slips especially if you can’t find your original receipts and must recreate them (if you recreate receipts, make sure you mark them as recreated so no one accuses you of forging documents)

    Past Years Returns:  Your storage should also have a file for past years returns.  Your tax preparer will be interested in those to see what you’ve been doing in the past. If you missed something, she can help you recoup.  If you did something wrong, she can help you amend. Also, the Santa Cruz County tax preparer may be able to copy some information from your past returns and will appreciate the time he saves.

    Remain Professional: Although the tax preparer will be digging into some very intimate areas of your life, remember that your relationship is a business arrangement.  Be courteous and cooperative.  Display the attitude you wish to receive.  Provide complete information quickly and follow the advice they give. You are free to deviate from their advice, but remember your decision next year, if you find yourself with a higher tax liability.

    Pay Promptly: Always pay for services as agreed.  Whether you are requesting one-time services or you are building an ongoing relationship.  Also, remember, if the tax board audits you, you want your preparer to represent you without prejudice.

    What Do You Gain From Being A Good Client?
    Tax preparation companies in Santa Cruz County appreciate customers who are straightforward, honest and easy to work with. Your good customer behavior sets the tone from your end and creates an environment conducive to a good relationship. Things may very well go smoother and any problems may be more easily resolved.

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Check The Work
Ask for Guaranteed Tax Preparation Services

You can reasonably expect the Santa Cruz County tax preparation company to back up the work they perform. Get guarantees in writing that your tax preparer will stand behind their work.

No matter where you are located in Santa Cruz County, be it Santa Cruz, Watsonville, Capitola, Scotts Valley or your area, tax preparers will typically overhaul your return again if the IRS notifies you that there is an error on your return. Still, you should get this service in writing.

You can reasonably expect the Santa Cruz County tax preparation company to back up the work they perform. Get guarantees in writing that your tax preparer will stand behind their work.

No matter where you are located in Santa Cruz County, be it Santa Cruz, Watsonville, Capitola, Scotts Valley or your area, tax preparers will typically overhaul your return again if the IRS notifies you that there is an error on your return. Still, you should get this service in writing.

Remember the insurance bond?  If tax preparer is at fault for the error, the preparer’s liability insurance pays.  When errors occur, the IRS may assess penalties and interest and you should be able to recoup these from your preparer—unless your contract states otherwise. Sometimes tax preparers will refund fees or a percentage of the fees if they make mistakes on your return.  Be sure to get the stipulations for recouping fees in writing.

Audits and errors are not equal.  Some tax preparation companies will offer only to serve as witnesses if you are audited, while others will offer to represent you during an audit. Representation usually comes with an additional price tag, and this service should be itemized in your contract.

Do not allow misunderstandings about invoicing to tarnish your relationship with your tax preparer. Ask questions and get everything in writing. Do not leave anything to uncertainty. Take every opportunity to clarify your goals and the services for which you are paying.

Tax preparation companies in Santa Cruz County may charge per form, schedule, worksheet or any combination of these items. Hourly rates are not typical for tax preparation, but it is possible. Get an itemization of what you will pay for before the company begins work on your file. Find out when consulting fees are due and pay accordingly.

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Written Warranties
Ask for Guaranteed Tax Preparation Services

You can reasonably expect the Santa Cruz County tax preparation company to back up the work they perform. Get guarantees in writing that your tax preparer will stand behind their work.

No matter where you are located in Santa Cruz County, be it Santa Cruz, Watsonville, Capitola, Scotts Valley or your area, tax preparers will typically overhaul your return again if the IRS notifies you that there is an error on your return. Still, you should get this service in writing.

Remember the insurance bond?  If tax preparer is at fault for the error, the preparer’s liability insurance pays.  When errors occur, the IRS may assess penalties and interest and you should be able to recoup these from your preparer—unless your contract states otherwise. Sometimes tax preparers will refund fees or a percentage of the fees if they make mistakes on your return.  Be sure to get the stipulations for recouping fees in writing.

Audits and errors are not equal.  Some tax preparation companies will offer only to serve as witnesses if you are audited, while others will offer to represent you during an audit. Representation usually comes with an additional price tag, and this service should be itemized in your contract.

Do not allow misunderstandings about invoicing to tarnish your relationship with your tax preparer. Ask questions and get everything in writing. Do not leave anything to uncertainty. Take every opportunity to clarify your goals and the services for which you are paying.

Tax preparation companies in Santa Cruz County may charge per form, schedule, worksheet or any combination of these items. Hourly rates are not typical for tax preparation, but it is possible. Get an itemization of what you will pay for before the company begins work on your file. Find out when consulting fees are due and pay accordingly.

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Top 10 Requests
Requests for Certified Public Accountants and Tax Preparers

Business Tax and Financial Planning
Tax preparation companies in Santa Cruz County provide comprehensive tax strategies to help businesses remain compliant and deal with business issues. They focus on reducing tax liabilities.

Business Tax Return
Santa Cruz County tax consultants advise businesses on the best tax strategies to maximize business refunds and minimizing business income taxes

Electronic Filing
Electronic filing is a quick easy way to send your return to the IRS. Because the format is easy for the IRS to process, if you are due a refund, when you select direct deposit, you may receive your money even more quickly. According to the IRS, electronic filing cuts your filing time in half when compared to filing a paper return.

Financial Consulting & Planning
Financial planning and consulting involves an overhaul of your entire financial situation. The financial consultant may help you plan for retirement, set goals for funding your children’s educational needs, plan your estate and even help you develop a satisfactory budget.

International Tax Planning
With the emergence technological advances, businesses and individuals in Santa Cruz County are making use of a global market. International tax planning involves an analysis of individual or business needs. The tax preparation company then uses their analysis to devise strategies to manage international and domestic tax requirements.

Personal Income Tax Return
Personal income tax return involves creating tax strategies to maximize income tax refund and minimize personal tax liability.

Tax Planning Services
Your tax preparer will analyze your current practices and will determine an overall strategy to minimize your tax exposure.

Tax Audit Representation
Tax audit representation can include representation before the IRS or California tax authorities. Representation can include written correspondence or physical appearance in tax court.

Tax Return Preparation
Many tax preparation companies in Santa Cruz County offer preparation services for individuals and all forms of businesses

Transaction Structuring
The tax preparer reviews upcoming transactions and provides suggestions or alternatives that will help reduce your tax impact.

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Glossary Of Terms
FAQ for Local Tax Preparation Services

Q: Why choose a Diamond Certified tax preparer?

Q: Why choose a Diamond Certified tax preparer?
A: Diamond Certified helps you choose a tax preparer with confidence by offering a list of top-rated local companies who have passed the country’s most in-depth rating process. Only tax preparers rated Highest in Quality earn the prestigious Diamond Certified award. Most companies can’t pass the ratings. American Ratings Corporation also monitors every Diamond Certified company with ongoing research and ratings. And your purchase is backed by the Diamond Certified Performance Guarantee. So you’ll feel confident choosing a Diamond Certified tax preparer.

Q: Can I count on a local tax preparation company to help me complete my business and personal taxes?
A: If you were prudent in your research and you selected a capable tax preparation firm, you can expect them to efficiently complete your business taxes.  Tax preparation companies with expertise in business taxes often will provide services that include business tax preparation, financial reporting and payroll services.  They may even give you advice on the most efficient ways to operate your business and avoid excessive tax exposure. Personal income taxes for business owners are often included in small business tax preparation services.

Q: What additional services do tax preparation companies offer?
A: Typically tax preparation companies offer bookkeeping and payroll services, they prepare financial statements, and offer other general ledger services.

Q: Are tax preparation companies qualified to provide financial planning services?
A: The response to this question depends on the tax preparation company that you select.  Many tax preparation companies offer financial planning services and may help you with forecasting, tax planning and strategies and business succession.

Q: Do all tax preparation companies automatically offer electronic filing as part of their tax return preparation services?
A: Most tax preparation companies offer electronic filing as part of their tax preparation packages.  If you selected a preparer that completes at least 100 returns per year, IRS and state of California regulations requires that the preparer submit returns electronically.

Q: I have not received my W-2; what should I do?
A: Your employer must mail your W-2 by January 31.  If by February 15, you do still have not received your W2, contact the IRS for assistance.  Payees also must receive 1099s by February 15. The Alameda County can also assist you in obtaining missing forms. Remember, however, that the more preliminary ground work you cover before going to the tax preparation company, the sooner your return will be completed.

Q: How long will it take to complete my return?
A: The time it takes to complete your return depends on the complexity of your tax situation.  A simple tax return with relatively little issues may be completed in less than a day.  A complex return, may take much longer.  The time to locate forms and coordinate information may extend the time to complete your form. Delivering organized, well-documented information also helps to speed up the time it takes to complete your return.

Q: Who is responsible if my preparer makes a mistake on my return?
A:  If there are errors on your return, the IRS will charge you for any applicable penalties and interest.  You can usually recoup these amounts, and get the tax preparer to correct your return without charge if the preparer is at fault. If you selected a reputable tax preparer, chances are the preparer will do whatever it takes to correct your situation without any additional costs for you. Of course, this depends on the contract you signed.  Make sure this issue is clear in your contract.  If the fault is yours, the preparer may charge you to amend your return and you may not be able to recover the penalties and fees from your preparer.

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Frequently Asked Questions
Consumer & Professional Associations for Tax Preparation Services

Accreditation Council for Accountancy and Taxation (http://www.acatcredentials.org/)
California Department of Consumer Affairs (http://dca.ca.gov/)
California Society of Enrolled Agents (http://www.csea.org/)
California State Board of Equalization (http://www.boe.ca.gov/)
California Tax Service Center (http://taxes.ca.gov/Income_Tax/orms.shtml)…

Accreditation Council for Accountancy and Taxation (http://www.acatcredentials.org/)
California Department of Consumer Affairs (http://dca.ca.gov/)
California Society of Enrolled Agents (http://www.csea.org/)
California State Board of Equalization (http://www.boe.ca.gov/)
California Tax Service Center (http://taxes.ca.gov/Income_Tax/orms.shtml)

California Taxpayers Association (http://www.caltax.org/)
Federation of Tax Administrators (http://www.taxadmin.org/)
Internal Revenue Service (http://www.irs.gov/)
National Association of Tax Professionals (http://www.natptax.com/Pages/default.aspx)
National Society of Accountants (http://www.nsacct.org/)
National Society of Tax Professionals (http://nstp.org/index.php)
National Tax Association (http://www.ntanet.org/)
State of California Franchise Board (https://www.ftb.ca.gov/index.shtml?disabled=true)
The State Bar of California (http://www.calbar.ca.gov/)

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