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Your email address will not be published.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 warm, candid photo of a smiling senior woman at a market checkout counter, handing a canvas bag to a cashier in soft morning light. The Best Retail Discounts Available to Seniors
  • An elegant watercolor and ink illustration depicting stylized plants representing different income streams like fixed income and dividends. The Supplemental Income Sources Available Today
  • An older woman sits thoughtfully at her kitchen table looking at a paper bill in warm afternoon light. What a Smaller COLA Could Mean for Your Budget
  • Gouache illustration of a couple nurturing a golden plant protected by a glass dome labeled Tax-Free Shield. The Retirement Planning Move That Pays Off Later
  • A retired couple confidently reviews financial documents together in their sunlit, cozy living room. How to Protect Your Retirement Income From Inflation
  • A stylized risograph illustration of a giant red balloon with a percent sign pulling a shopping cart upward as a person tries to hold it dow What Happens If Inflation Keeps Rising?
  • The Retirement Income Mistake That Could Cost You Thousands The Retirement Income Mistake That Could Cost You Thousands
  • An older couple sitting at a wooden kitchen table reviewing their finances with a calculator and bank statements in warm morning light. Could Your Social Security Check Change Next Year?
  • A warm, textured paper collage showing scissors trimming a receipt alongside icons of a house, car, and grocery basket. 7 Purchases Retirees Are Cutting Back On
  • An illustration of a classic mailbox with an envelope reading 'Social Security Update: Proposed Boost' under warm morning light. Congress Is Considering a Bigger Social Security Raise Than the COLA - Here's What We Know

Newsletter

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

Related Articles

experts stealth

Can’t Pay Your Taxes? Experts Shared 3 Solutions for You

A person writes in a notebook, outlining a strategic plan to manage tax debt and…

Read More →
refund

All About Tax Refunds: 7 Important Things You Need To Know

A woman uses a stylus and tablet to review financial documents, staying organized to avoid…

Read More →
tax deduction

Bigger Refunds Ahead? What the New SALT Cap Means

Why This Matters The SALT deduction allows taxpayers to deduct certain state and local taxes—like…

Read More →
income retire stealth

10 Types of Retirement Income Tax You Need to Know About

Traditional IRAs and 401(k)s  Savers prefer tax-deferred retirement accounts such as 401(k)s and traditional IRAs.…

Read More →
experts, reduce, change, taxes, home, income

Want to Reduce Your Taxes? Here Are 7 (Necessary) Tips 

1. Open an account for health savings If you’re lucky enough to have an eligible…

Read More →
An illustration of a senior couple protected by a large canopy shaped like a tax document, representing savings.

Social Security Tax Elimination: Who Could Gain $1,500—and Who Could Miss Out

Discover how the new 2026 senior tax deduction could save you $1,500 on your Social…

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 →
tax documents

7 Important Tax Documents to Never Throw Away

Hands carefully sorting through an accordion file folder to ensure important tax documents are organized…

Read More →

Did You Know About These 5 Veteran Tax Breaks?

A smiling veteran couple reviews exclusive tax breaks on a tablet while relaxing on their…

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.