9 Things Your Tax Preparer May Not Want You To Know

Before you hand your tax documents off to an 'expert' for help, here are some important points to consider.

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How many times have you seen the phrase, "Consult your tax adviser"? Many people do, and it's often good for their financial well-being, but that doesn’t mean you're getting the full story when you meet with your preparer.

Here are nine truths your tax preparer may not want you to know.

Written by Brian Vnak, Vice President at the Wealth Enhancement Group. Vnak advises clients on income, gift, trust and estate tax issues.

Disclaimer

This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

Disclaimer

This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

Brian Vnak, CFP, CPA
Vice President, Integrated Advice, Integrated Advice, Wealth Enhancement Group

Brian Vnak is Vice President, Wealth Enhancement Group, advising clients on income, gift, trust and estate tax issues.