Discussion:Can anyone sign tax returns?

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{{ForumReplyPost|UserID=CrowJD|Date=25 January 2009|Text=This comes from experience Rgt. For instance, I've been known to question a young lady's credentials, but I've gotten slapped several times for touching them.}} {{ForumReplyPost|UserID=CrowJD|Date=25 January 2009|Text=This comes from experience Rgt. For instance, I've been known to question a young lady's credentials, but I've gotten slapped several times for touching them.}}
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 +{{ForumReplyPost|UserID=LJACPA|Date=30 June 2009|Text=Several months later - and back on topic... I 'fired' a long time client after tax season this year (he got really ugly when he finally had to start paying me a decent fee). I had already prepared his returns and have been waiting on the 8829. Just emailed him a second time as a reminder that I have to have to efile. His response is that they are going to paper file. Of course, I only gave them a client file copy, thus I did not sign (I used to sign all client copies, but quit this year). He's unfriendly to say the least but I am willing to either efile - with the signed 8879 - or sign a filing copy (for which I will now charge an additional fee). What happens if he files with my name, PTIN, EIN, address, phone number and no signature?}}

Revision as of 20:59, 30 June 2009

Discussion Forum Index --> Consumer Questions --> Can anyone sign tax returns?

JDowning (talk|edits) said:

23 January 2009
I am an accountant/bookkeeper in Massachusetts. I currntly have 6 clients that are S-Corporations. I file the taxes for them and because I use proseries I have to enter firm information and say that I am the preparer, however I am not a CPA or EA and I don't have my Bachelors Degree yet either. Can I sign these tax returns as the preparer even though I am not a CPA?

Kevinh5 (talk|edits) said:

23 January 2009
if you are a paid preparer you MUST sign them.

Kevinh5 (talk|edits) said:

23 January 2009
(unless they take a position that is patently wrong, in which instance you should not even be preparing them).

AEM CPA (talk|edits) said:

23 January 2009
If you are paid to prepare the return, you are legally required to sign it.

AEM CPA (talk|edits) said:

23 January 2009
Sec. 6695b

Kevinh5 (talk|edits) said:

23 January 2009
Any consumer receiving an unsigned return from thier paid tax preparer should question their preparer's credentials.

CrowJD (talk|edits) said:

25 January 2009
Question them, but whatever you do, don't touch them.

Rgtaxservice (talk|edits) said:

25 January 2009
They've been known to bite.

CrowJD (talk|edits) said:

25 January 2009
This comes from experience Rgt. For instance, I've been known to question a young lady's credentials, but I've gotten slapped several times for touching them.

LJACPA (talk|edits) said:

30 June 2009
Several months later - and back on topic... I 'fired' a long time client after tax season this year (he got really ugly when he finally had to start paying me a decent fee). I had already prepared his returns and have been waiting on the 8829. Just emailed him a second time as a reminder that I have to have to efile. His response is that they are going to paper file. Of course, I only gave them a client file copy, thus I did not sign (I used to sign all client copies, but quit this year). He's unfriendly to say the least but I am willing to either efile - with the signed 8879 - or sign a filing copy (for which I will now charge an additional fee). What happens if he files with my name, PTIN, EIN, address, phone number and no signature?