With tax season in full swing here are the top 7 considerations you should have when seeking a tax professional:
- 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.
- Reputation – Check the license status for credentialed preparers, for non-credentialed preparers, ask the Better Business Bureau.
- Ensure They Include Their PTIN – All paid tax preparers must have a Preparer Tax Identification Number and are required to include it on returns.
- Year-Round Availability – Preparers should be available year-round to assist as needed.
- Pro-active Communication – Prepares shouldn’t be dismissive of your concerns and should be able to answer questions as needed.
- 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.
- Friendliness - Tax season can be extremely stressful for taxpayers, and you must be comfortable with your tax preparer.