What to look for in your tax professional...

With tax season in full swing here are the top 7 considerations you should have when seeking a tax professional: 

1. Qualifications – Although an individual doesn’t need to be a CPA or an enrolled agent to prepare taxes, it’s important to keep in mind that both CPAs and enrolled agents can represent you to the IRS if needed. 
2. Reputation – Check the license status for credentialed preparers, for non-credentialed preparers, ask the Better Business Bureau.
3. Ensure They Include Their PTIN – All paid tax preparers must have a Preparer Tax Identification Number and are required to include it on returns. 
4. Year-Round Availability – Preparers should be available year-round to assist as needed. 
5. Pro-active Communication – Prepares shouldn’t be dismissive of your concerns and should be able to answer questions as needed. 
6. Can They Help with Small Business Taxes – Whether you have a small business, or you are considering starting one, your preparer must be familiar with small business taxes. 
7. Friendliness - Tax season can be extremely stressful for taxpayers, and you must be comfortable with your tax preparer.