How can I find a tax advisor in Fleming county, Kentucky?

Recently on our legal forum a user asked, “I have a few tax questions and need tax help. I was wondering what are the best steps to take to find a tax advisor in the State of Kentucky?”

If you have tax questions it’s important to find someone to answer your questions. Failure to get proper legal help can result in not only loss of money or unwise investment decisions, but in some cases, incomplete information can lead to illegal tax decisions.

Even with all the resources we have to locate good tax help, however, sometimes the task of finding the right tax advisor can still feel a bit daunting. Let’s take a look at some steps you can take to simplify the process.

Steps to find the right tax advisor

1. Get a referral.

Getting a referral is often the first step to finding the right tax help. Start with your business contacts, other financial advisors, and your friends and family members. Be sure to ask someone who had a tax issue which is similar to your tax question and issue.

2. Don’t be afraid to get help from an advisor at a retail tax franchise.

If you have a simple tax issue or question, another good option for finding a professional tax advisor is through a retail tax franchise (i.e., H&R Block, Jackson Hewitt). Although this may not be the right solution for complex tax issues, if you simply need someone to help you file a simple tax return or answer a few questions it could be the easiest and least expensive choice. Don’t be afraid to ask for the right professional. For example, ask if you can work with a senior tax analyst, a CPA or another advisor who is experienced.

3. Shop around and meet with several tax advisors.

Depending on the type of help you need, you may be able to use the services of an enrolled agent, who is a tax professional who specializes in complicated tax issues, or you may be able to use a CPA (Certified Public Accountant) or a tax attorney. Here again the type of legal help needed will be dictated by the complexity of your tax questions.

4. Avoid tax advisors who promise big refunds.

As with other financial and legal issues, it’s a good idea to avoid anyone who promises too much. For example, avoid a tax analyst who claims that you can deduct everything or promises large refunds. This is especially true if the promises are made before they have thoroughly reviewed all of your financial information.

5. Consider using online searches.

Although you do not want to hire the first tax advisor who pops up on your Google search, the internet can be a wonderful tool to identify tax advisors in your area. With the proper Google search and the right amount of research, you may be able to find the names of several good tax advisors in your area. Combine that research with references from past clients and a meeting with each potential advisor and you may be able to find good tax help.

Bottom Line:

By taking the right steps and utilizing the tools available, you should be able to locate several good tax advisors in the State of Kentucky. As mentioned above, avoid anyone who promises too much or who is not familiar with your tax issue.