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Your email address will not be published.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

  • Cardboard package with a crossed-out $139 tag peeled back to reveal $69 and $0, beside branching blue and yellow arrows. 5 Tricks for Getting Amazon Prime Free or Cheap
  • A postal worker wearing glasses sits in a breakroom reading a Social Security monthly benefit statement. Your Social Security Check Could Drop $459 a Month by 2032 Unless Lawmakers Step In
  • Stylized calendar archway dated 01 and 15 over a split highway leading toward a sunrise and city skyline. Government Benefit Deadlines Coming Up Right After the New Year
  • Calendar grid with a green federal direct deposit ribbon interrupted by a red pause symbol on a Wednesday date. Surprising Things That Can Pause Your Social Security Deposit
  • Industrial blade marked with a cross cutting retirement benefit sheets that drop into a domestic ledger cart. 9 Reasons the Medicare Premium Announcement Matters More Than the COLA
  • Illustration of a man with a magnifying glass inspecting a phone displaying water and an alert buoy anchored to the seabed. 8 Ways to Check Whether a Payment Message Is Real
  • A balance scale weighs a 3.6% COLA circle against icons of utilities, groceries, and a prescription bottle. 10 Things the 3.6% COLA Will and Won't Cover in Your 2027 Budget
  • Cutaway illustration of a lit house at dusk showing home offices, storage boxes, and a sign reading "$200 / DAY, $6,000 / MO". 8 Ways to Bring In $200 a Day Without Leaving Home
  • Illustration of storefront windows with Early Access and Doorbusters signs on an autumn street beside a calendar. 10 Stores With Early Black Friday Deals Worth Checking
  • Older woman wearing glasses seated on a wooden bench, reading a Medicare & You booklet with a budget notepad on her lap. 9 Medicare Plan Comparisons That Save Money

Newsletter

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

Related Articles

stimulus check

2023: Will You Get a Stimulus Check? Let’s Find Out!

Unfortunately, the situation hasn’t improved since there have been no stimulus checks from the federal…

Read More →
A confident woman working on her taxes at a bright, organized home office desk.

IRS Alert: 6 Mistakes That Could Inflate Your Tax Bill

Tax season 2026 is here with new laws and higher deductions. Avoid these 6 costly…

Read More →
A woman smiling at her phone in a bright kitchen, representing the relief of receiving a tax refund.

When Will Your 2026 Tax Refund Arrive? IRS Timeline Explained

Wondering when your 2026 tax refund will arrive? Check our estimated IRS schedule, learn about…

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 →
Tax

5 Tax-Efficient Ways to Share Wealth with Kids

A mother watches her son play outside, considering how smart tax planning today secures his…

Read More →
expenses to say goodbye to Kamala

American Economy if Kamala Harris Wins: A Breakdown

A shopkeeper and customer share a warm moment, illustrating the small businesses that drive community…

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 →

Are You a Homeowner? Here Are 5 Trump Tax Bill Changes That Could Affect You

1. Energy-Efficient Tax Credits Ended Sooner Than Expected For years, homeowners relied on generous federal…

Read More →
tax breaks for retirees

Over 65? Check Out These 5 Tax Breaks!

If you want to save some money, you need to know that there are many…

Read More →
The Money Place

Make money work for you!

Inedit Agency S.R.L.
Bucharest, Romania

contact@ineditagency.com

Trust & Legal

  • Contact
  • Editorial Policy
  • Advertiser Disclosure
  • FAQ
  • Subscribe
  • Unsubscribe
  • Privacy Policy
  • Terms and Conditions
  • Disclaimer
  • Do not sell my personal information
  • Request to Know
  • Request to Delete
  • CA Private Policy

Categories

  • Budgeting
  • Personal Finance
  • Shopping
  • Taxes

© 2026 The Money Place. All rights reserved.