Krystin Mitchell, CPA CFE is definitely a great tax professional so anyone that is looking for one should reach out to her. She provides some great tips for 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:
- 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.