Who’s doing your taxes – and can you trust them?

Ask Ralph - Christian Finance

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7d ago 40:53

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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.

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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.

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