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Who’s doing your taxes – and can you trust them?
Season 7 Episode 36
Choosing the right tax preparer is crucial to avoid costly mistakes and potential fraud. This episode highlights the key red flags to watch for when selecting someone to handle your taxes, ensuring you don't fall victim to dishonesty or incompetence. Ralph Estep Jr. shares real-life examples of clients who faced serious issues due to their trust in unqualified preparers, emphasizing the importance of vigilance in financial stewardship. From refusing to sign returns to promising unusually large refunds, these warning signs can save you from unnecessary stress and financial loss. Tune in for actionable insights that will equip you to make informed decisions about doing your taxes the right way.
Check out the full podcast episode here
Podcast Timestamps:
00:00 Episode Overview
02:22 Listener Question: Red Flags in Tax Preparation
04:26 Biblical Perspective on Financial Stewardship
05:55 Today’s Gratitude Statement
06:26 Client Stories: Real-Life Tax Preparation Nightmares
11:42 Identifying Red Flags in Tax Preparation
26:33 What to Do if You Suspect Your Tax Professional Is Dishonest
34:30 Call to Action: Go to https://askralphpodcast.com/ and Book a Call With Ralph
36:57 Reflection Questions
38:58 Recap & Closing
Takeaways:
- Trusting someone with your taxes is a significant decision that requires careful consideration.
- Watch for red flags like preparers refusing to sign returns; this indicates unaccountability.
- If a tax preparer promises unusually large refunds, be cautious—this often means deception.
- Always ensure your refund is directed to you, not the preparer's account, to avoid fraud.
- Never sign blank forms for your tax returns; this could lead to unauthorized charges.
- Develop a relationship with your tax preparer, but remain vigilant about their practices.
Links referenced in this episode:
- https://www.askralphpodcast.com/tax-refund-loan/
- Support the Show https://askralphpodcast.com/support
- Ask Ralph Insiders Community https://mailchi.mp/askralph.com/group
- Ask Ralph Show Live https://askralphpodcast.com/live
- What is your question that you would like to ask Ralph? Send Your Question here: https://justaskralph.com/
- Join our email list and get a free copy of “Mastering Your Finances” at https://askralph.com/
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Published on 10 months, 2 weeks ago