Complete the statements below to identify individuals and entities that can help with tax planning, preparation, and filing.

Nonlicensed preparers are best for straight forward returns because they are trained only in tax preparation and are usually less exp would be categorized as

These individuals can provide ongoing tax advice and can suggest tax$-$saving strategies. In addition, some focus in a specialty area individuals are

Individuals federally licensed to assist individuals with tax preparation at various levels of complexity are referred to as

Individuals who specialize in legal issue and tax planning are referred to as