Story Pitch: I've Chosen a Tax Preparer; I'm Done, Right?

Do Consumers Know What to Ask Their Tax Preparer?

All of our pitches include a call-to-action to speak with one of our CPAs. But here's something extra: for the members of your audience who want to use a tax preparer at tax time, do they know how to talk to them? Asking the right questions can save a lot of time and insure they get the best results. Pennsylvania Institute of Certified Public Accountants (PICPA) can tell your group what to discuss when meeting with their preparer.

Qualifications

Do I owe?

Strategy

What's new?

Skeletons in the closet

Contact Jim DeLuccia at (267) 675-6255 or jdeluccia@picpa.org to set up an interview with a local CPA to explain this important process.