Navigating Tax Preparation in California: Essential Information for This Tax Season

Filing taxes can be a complex process, but with the right guidance and resources, you can navigate it confidently. Here's what you need to know to ensure a smooth tax filing experience in California this year.

Understanding Authorized Tax Preparers in California

In California, individuals who prepare income tax returns for a fee must be authorized professionals. These include:

• Enrolled Agents (EAs): Federally licensed tax practitioners authorized to represent taxpayers before the IRS.
• Certified Public Accountants (CPAs): Licensed professionals offering a range of accounting services, including tax preparation.
• Attorneys: Licensed by the State Bar of California to practice law, including tax law.
• CTEC Registered Tax Preparers (CRTPs): Individuals who have completed specific tax education requirements and are registered with the California Tax Education Council (CTEC).

To verify a tax preparer's credentials, you can use the IRS's directory of federal tax return preparers: https://irs.treasury.gov/rpo/rpo.jsf

Free Tax Preparation Services

For those seeking free tax assistance, the IRS's Volunteer Income Tax Assistance (VITA) program offers help to individuals who generally make $67,000 or less, persons with disabilities, and limited English-speaking taxpayers. 

Find a Haven Neighborhood Services FreeTaxPrep Site: 

FreeTaxPrep Sites 

To find a VITA site near you, visit: 

VITA Site Locator

Extended Tax Filing Deadlines for Los Angeles County Residents

Due to recent wildfires, the IRS and California's Franchise Tax Board have extended tax filing and payment deadlines for individuals and businesses in Los Angeles County. Affected taxpayers now have until October 15, 2025, to file returns and pay any taxes that were originally due during the period starting January 7, 2025. This extension applies to various tax filings and payments, including individual income tax returns and quarterly estimated tax payments. For more details, refer to the IRS announcement: https://www.irs.gov/newsroom/irs-announces-tax-relief-for-taxpayers-impacted-by-wildfires-in-california-various-deadlines-postponed-to-oct-15

Tips for Choosing a Tax Professional

When selecting a tax preparer:

• Verify Credentials: Ensure they have a valid Preparer Tax Identification Number (PTIN) and the appropriate state licenses or registrations.
• Discuss Fees Upfront: Be cautious of preparers who base their fee on a percentage of your refund or who claim they can obtain larger refunds than others.
• Ensure Availability: Choose a preparer who will be available after the filing season for questions or assistance if needed.
• Review Before Signing: Never sign a blank tax return. Review the entire return before signing, and ensure your preparer signs it and includes their PTIN.

For more guidance on choosing a tax professional, visit the IRS tips page: https://www.irs.gov/tax-professionals/choosing-a-tax-professional