Skip to main content

Your situation requires this Preparer Level:

The Level 5 Master Tax preparer.

This tax preparer has years of experience and hundreds of hours of tax law education, and experience operating businesses or dealing with business operators. Always begins the preparation process by developing an understanding of the strategy being used and will make sure that the accounting and procedures used agree with the rules permitting the tactic. This person will often make recommendations on better ways to manage tax costs, such as changes of taxable entities or the relationships between entities.