What to look for in your tax professional...

Education & Training with KLSM CPA Firm, PLLC

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.

Comments (4)

James Dray
Fathom Realty - Bentonville, AR
Exceptional Agents, Outstanding Results

Morning Krystin.

All the things that my tax lady has.  I was truly blessed to have found her. 

Feb 14, 2020 01:16 AM
Michael Jacobs
Pasadena, CA
Los Angeles Pasadena 818.516.4393

Hello Krystin - a good checklist to have when looking for good tax representation.  Finding the right match for your needs and personality will enhance the experience and the overall relationship.  

Feb 14, 2020 04:51 AM
Brian England
Vacasa - Gilbert, AZ
MBA, GRI, REALTOR® Real Estate in East Valley AZ

Those are great things to look for in a tax professional and I am so happy that I have one that cares about my best interests!

Feb 14, 2020 07:25 AM
Roy Kelley
Realty Group Referrals - Gaithersburg, MD

This is timely advice to share.

Fortunately, we have a trusted CPA who has prepared our tax returns for the past 27 years. And, she is outstanding.

Feb 26, 2020 04:50 AM