The following are common situations for using a tax professional.

• Preparing your own taxes is time-consuming, stressful, or confusing.
• You want to make sure your tax returns are accurate.
• Your tax situation is pretty complex, and you need specialized advice and tips.
• You would like to pay as little taxes as possible, and need detailed planning and advice.
• You are facing a tax problem, such as filing back taxes, paying off a tax debt, or fighting an IRS audit.
• You are the owner of a business, invest in the stock market, or own rental property. 

Once you have identified why you need a tax accountant, you should find an experienced tax accountant who specializes in the areas you need help with. Referrals are your best bet.  Ask everyone you can think of; family, friends, business owners. Be wary of a preparer who promises you big refunds or that says you can deduct everything.  You, not the preparer, are ultimately responsible for the information on your tax return.  The tax industry is constantly changing and tax professionals are subject to various federal and state regulations.  Here are some questions you can ask to help ensure you find an experienced, trustworthy tax accountant : 

What licenses or designations do you have? 

We are Enrolled Agents (EA).  Enrolled Agents are tax professionals who have passed a rigorous test and background check administered by the IRS.  Enrolled agents must complete 36 hours of continuing education every 3 years.  We also maintain an ongoing comprehensive tax education program within our firm.

How long have you been in the tax business? 

Barry Weller has been preparing tax returns and advising clients since 1982.  He began his own firm in 1997.  Barry Weller & Associates does not outsource any of their work.  All work is performed by Barry or one of his four tax associates.  Barry Weller & Associates does not hire temporary tax preparers.  All associates are permanent, year round employees of the firm. 

What tax issues do you specialize in? 

Barry Weller & Associates specializes in personal income tax, sole proprietor and partnership income taxes, “S” and “C” corporate income tax, payroll taxes, sales tax, and inheritance taxes. 

What are your fees? 

Barry Weller & Associates has a published fee schedule which we will provide to prospective clients.  We will also provide a quote for any prospective client’s specific situation.  We take pride in our reputation of honesty and integrity in all areas of our services and business. 

Can you e-file my tax return?   

Yes.  Barry L Weller, EA has been an authorized IRS e-file provider for more than 19 years.  When he e-files your tax return with a refund due to you, your refund can be direct deposited to your bank account usually within 8 to 15 days.  Of course, you always have the option of having your refund check mailed to you.