Tax Prep Red Flags: Don't Get Audited! | Ep. 293

Money Talk With Tiff

English - January 11, 2024 08:00 - 20 minutes - 28.6 MB - ★★★★★ - 39 ratings
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Previous Episode: The Ultimate Guide to Understanding and Utilizing Your 401K | Ep. 292

Next Episode: Free Money Alert! How to Find and Claim Unclaimed Money | Ep. 294

Are you ready to pick the perfect tax professional and avoid the pitfalls of problematic preparers? Tune in to this enlightening episode of Money Talk With Tiff as Tiffany Grant welcomes back the knowledgeable Camari Ellis for a deep dive into the red flags of tax preparation.

Camari, an Enrolled Agent, shares invaluable insights on distinguishing between various tax preparers, such as CPAs, EAs, attorneys, and the unenrolled. He emphasizes the significance of never surrendering your original tax documents and the importance of ensuring your tax preparer includes their PTIN on your return to avoid becoming ensnared in their potential audits.

Discover why bigger refunds aren't always better and how choosing a tax preparer who can't answer your questions can lead to trouble. Camari and Tiffany discuss why an informed client is the best client and how to foster a proactive relationship with your tax professional for strategic planning all year round.

Don't let the allure of a large refund or the convenience of a back-of-the-gas-station tax service lead you astray. Listen to this episode and arm yourself with the knowledge to select a tax preparer who is above board, knowledgeable, and invested in your financial well-being.

Share this episode to spread the word and help others stay on the right side of the IRS!

About Our Guest

Camari Ellis is a Tax Advisor, with over 30 years of experience in the Financial Services & Tax Industry. He is a Black Wealth Advocate. He graduated from Temple University, majoring in Finance, and loves everything related to business, the stock market, and social media.

Connect with Camari

Email: [email protected]

Book a meeting: https://bookme.name/CamariEllis/consultation

Twitter (X): @thefinancerebel

Instagram: @thefinancerebel

YouTube: https://www.youtube.com/@TheFinanceRebel

Connect with Tiffany

Website: https://moneytalkwitht.com

Facebook: Money Talk With Tiff

Twitter: @moneytalkwitht

Instagram: @moneytalkwitht

LinkedIn: Tiffany Grant