Is it allowed?

[AccTaxMan]

Are we allowed to put our qualification after our name under "preparer's name" in the tax return signature section (bottom of Form 1040 page 2)?

So if tax preparer John Doe has a MBA degree, can he write "John Doe, MBA"?

[PIGLEE]

I don't know if it is legal. But since 1988 I have put EA after my printed name, and have signed my name with it. I have not been in trouble YET.

[AccTaxMan]

I don't know if it is legal. But since 1988 I have put EA after my printed name, and have signed my name with it. I have not been in trouble YET.

Yeah, I know a lot of people put 'EA' or 'CPA' behind their name. The difference is that those titles are related to tax preparation. But, strictly speaking, 'MBA' is not directly related to tax preparation. That's why I have doubt.

[BOB W]

I don't think it matters what you put after your name. MBA or whatever. If the returns gets reviewed for audit consideration, it could make a difference if it gets audited or not. Which way will it go? It all depends how outrageous a particular item is. You know," he should of know better" thinking.

[oceanlovin'ea]

should be okay

We have been told repeatedly to always sign our name with EA after it. I don't always remember but am trying.

I just checked and I did put my signature in with EA at the end.

We should be proud that we have that designation just like the MD are.

Linda

[MAJ]

True Dat!

We should be proud that we have that designation just like the MD are.
Linda

Correct! Because I've visited some MD's [Medically Dysfunctionals] that always put MD after name and get upset IF you don't call them Dr. Umm.. Yea Bob.. gotcha!!
I could be a Doctor.. Anyone need open heart?? Internet is great these days!!
Seriously, what do you call a Doctor that graduated last in his class?? Yup.. DR..

Wait! You didn't sign your post EA.. See! How would we know?. It's amazing how a post can be taken more seriously if we know the level of expertise. Me? Idiot - all the way!

Have a great night... Let's share some work experience to 1) take the stress off. 2) Help each other - & 3) Keep me from rambling...

[RitaB]

Somewhat related

Let's share some work experience to 1) take the stress off. 2) Help each other - & 3) Keep me from rambling...

OK, here's what happened yesterday. Older lady in a Dolly Parton wig and gentleman come in the office, no appointment, and the first words outta her mouth were: "Are you certified?"

I was THINKING, "Well, I am CERTIFIABLE at the moment, Dolly...and that wig is NOT working for you." But I said, "No ma'am, I am not a CPA."

Dolly and I talk awhile about their stuff, which is not difficult at all. Dolly asks ALL the questions, including "How do you charge?", "Can you do other state's returns?", and "Do you know anybody who is certified?"

Hubby is thoughtfully takin it all in.

Finally, I say, "Folks, I'm not really accepting new clients, but your return sounds very simple. I'd be happy to look at your forms if you'll bring them in and tell you a price. If you are not satisfied that I know what I'm doing, that's fine, you can be on your way, no hard feelings, but I've been here 17 years, and I'm plenty busy."

Hubby (with a little wink): "You're hired. See you when we get our forms, young lady."

Moral of the story: Stand up to the Dolly's, cause their husbands are sick of them, too, and will get a kick out of it.