DIY or CPA?

All of the tax forms have been sent and the commercials for tax software and free federal return prep have been running for weeks. Your audience is wondering: Should I do it myself or hire a professional? Taxpayers are the only ones responsible for their tax return – even when audited – so the decision of who prepares them is critical. Tax experts at the Pennsylvania Institute of CPAs (PICPA) recommends taxpayers ask a few questions before filing:

  • How complicated is my return?
  • Did I have a major life change this year?
  • Am I familiar with tax code changes?
  • Do I have the time necessary to devote to filing?

Experts from the PICPA can help your audience make the very important decision of whether to go it alone or hire a pro, including what questions to ask to know if the selected preparer is legitimate. To set up an interview with a local CPA, please contact Kathleen Miller at 215-972-6188 or kmiller@picpa.org.