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Avoid being ghosted by your tax preparer in CA

"Ghost" tax preparers not only waste filers' funds, but these schemes can cause serious problems in the long run.

In the United States? See BBB's U.S. tips for avoiding ghost tax preparers.

Many of us have heard of being "ghosted" after a date, but have you ever been ghosted by your tax preparer? Unfortunately, many have, and they're often met with serious consequences.

"Ghosting" can happen one of two ways

Tips to stay safe and avoid being ghosted by a tax preparer

           

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Be wary of those offering fast refunds or large returns.

Your return amount, deduction amount, or taxes owed is solely based on your past year's tax information and the current tax laws. The time it will take to receive your refund or tax notice, will depend entirely upon the Canada Revenue Agency (CRA).

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Carefully review your tax return.

Before your tax return is submitted to CRA, ensure it was completed properly by your tax preparer. If a tax preparer is submitting your tax return to CRA on your behalf be sure to ask for proof that your taxes were in fact filed on your behalf.

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Ask for proof of EFILE eligibility.

 

In Canada, tax preparers who accept payment to assist with five or more tax returns MUST electronically file those returns and be pre-screened and approved by CRA to do so. Tax Preparer EFile eligibility must be renewed annually by CRA. 

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Do your research.

 

Check BBB.org for complaints and reviews on tax services in your area. Be cautious of "pop-up" and seasonal tax services. Don't be afraid to ask about their processes, credentials and experience. Always look for the BBB Seal - It's the Sign of a Better Business.

Look for the Seal.

Tax scams are very common during tax season.

BBB wants to help you stay safe during tax season, so ask questions, be careful, and report anything that seems strange. 

For more information

Avoid other common tax scams
How to keep and store your tax records
Report scams to BBB Scam Tracker

Additional tax tips resources for consumers

man reviewing tax documents
How to choose a tax preparer

As tax season approaches, find someone you can trust with your finances and sensitive personal information.

Choose a tax preparer
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How to avoid tax scams

Learn about a few of the most common tax scams, watch out for the red flags, and know how to protect yourself.

Avoid tax scams
canadian tax document
Tax return preparers HQ

If you're a consumer looking find a trusted professional to prepare your taxes or a tax return professional looking for information and tips on running your business, look no further!

Tax prep HQ