Make money work for you!

  • Home
  • Personal Finance
  • Budgeting
  • Shopping
  • Taxes

8 Tax Season Preparation Steps (2023)

January 17, 2023 · Taxes
Photo by Monkey Business Images from Shutterstock

1. Choose a Tax Preparer

If you don’t have a tax preparer yet, a great way to find one is to ask friends or advisors (like an attorney you know) for referrals. Make sure that the one you choose has a preparer tax identification number (PTIN), which is basically proof that they are qualified to prepare federal income tax returns. An experienced professional can help you prepare for tax season, reducing stress.

The next important thing to do is to ask how much they charge in fees. This obviously depends on the complexity of your return. Avoid working with a company that charges a percentage of your refund. The IRS website provides some tips for choosing a preparer, and there’s also a link that can help you find preparers by location and credentials.

Pages: 1 2 3 4 5 6 7 8 9

Share this article

Facebook Twitter Pinterest LinkedIn Email

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Search

Latest Posts

  • A retired couple reviews tax documents and a tablet together at a sunlit kitchen table in a candid, domestic scene. 6 Tax Breaks Retirees Almost Always Forget to Claim
  • A senior man looks concerned while checking his smartphone at a kitchen table in the early morning light. How to Spot a Financial Scam Targeting Seniors Before It's Too Late
  • A conceptual mixed-media collage showing a 2026 dollar bill being stretched between two drafting tools, symbolizing financial planning. 7 Ways to Stretch Your Retirement Dollar Further in 2026
  • A senior couple at a sunlit kitchen table reviewing Medicare documents and a laptop in a realistic, home setting. The Biggest Medicare Mistakes Seniors Make (and How to Avoid Them)
  • A person in their late 50s thoughtfully reviews Social Security paperwork at a sunlit kitchen table with a laptop and coffee. Social Security Mistakes That Could Cost You Thousands in Retirement
  • IRS refund IRS Pandemic Refund Window Extended: See If You Qualify!
  • disabilities Are You Eligible to Receive Disability SSA Benefits? (2026 Guide)
  • How the Iran War Could Impact Social Security and Senior Budgets
  • 10 Most Valuable American Dimes (And What Makes Them Worth So Much)
  • check Social Security SSI $994 Payment for May 2026: Deposit Date, Eligibility, and Who Qualifies

Newsletter

Get money-saving tips and personal finance advice delivered to your inbox.

Related Articles

avoid some taxes

Yes, You Can Avoid Some Taxes With These 6 Solutions!

Benjamin Franklin once said: “nothing is certain but death and taxes.” If you don’t file…

Read More →
Tax credits, reduce, veteran, climate return

8 Legal Ways in Which You Can Reduce Your Taxes

A hand inserts a coin into a slot, surrounded by icons for housing, healthcare, and…

Read More →
tax tricks

8 Tax Tricks Rich People Use—and They Work!

Professionals brainstorm financial plans over coffee and pastries, unlocking the tax-saving secrets that help the…

Read More →
social security, Social Security task

Who Will Receive Social Security Payments on May 13, 20, and 27?

2026 Social Security Payment Dates: Birth Date‑Based Schedule The Social Security Administration (SSA) sets benefit…

Read More →
A graph showing the comparison between a standard deduction amount and itemized deductions for a retired couple, illustrating which option results in lower taxable income.

10 Overlooked Tax Deductions for Retirees

Understanding the Basics: Standard vs. Itemized Deductions Before we dive into the specific deductions, it…

Read More →
new 2024 tax plan

Biden Proposed a New 2024 Tax Plan (and You Should See It Now)

We think it’s best to start with what most taxpayers are interested in, and that’s…

Read More →
tax deductions, save

Top 9 Most Hassle-Free Deductions on Taxes

State sales taxes This example probably makes a lot of sense for those who live…

Read More →
change return

9 States That Made Big Changes to Their Tax Laws

#1 Colorado This state joined another five in passing a new tax law that changes…

Read More →
stealth

7 Stealth Taxes that Can Destroy Your Retirement

The 10-year payout rule Let’s discuss the latest news: the 10-year payout rule. The rule…

Read More →
The Money Place

Make money work for you!

Inedit Agency S.R.L.
Bucharest, Romania

contact@ineditagency.com

Trust & Legal

  • Subscribe
  • Unsubscribe
  • Newsletter
  • Terms and Conditions
  • Do not sell my personal information
  • Privacy Policy
  • Contact
  • Request to Know
  • Request to Delete
  • CA Private Policy

Categories

  • Budgeting
  • Personal Finance
  • Shopping
  • Taxes

© 2026 The Money Place. All rights reserved.