How To Find The Best Tax Preparer

Getting the right tax preparers takes work.

One thing to be aware in tax season is that not everyone is truly an expert when it comes to preparing your return. And it’s worth your time and effort to find the best possible people to handle your tax issues.

These tips can help you choose the right tax preparation expert for you.

Check credentials

It’s relatively easy to get basic credentials to work on others’ taxes. But you want the best for something so important. You’ll want to check the qualifications of anyone working with you.

“Go a step further and get a credentialed preparer — someone who’s also a certified public accountant, licensed attorney, enrolled agent or who has completed the IRS’ Annual Filing Season program. The Accredited Business Accountant/Advisor and Accredited Tax Preparer are examples of programs that help preparers fulfill the Annual Filing Season Program requirement,” according to Nerd Wallet.

Check history

You’ll want to work with a reputable tax preparer. So be sure to do a little research.

“Ask the Better Business Bureau about the preparer. Check for disciplinary actions and the license status for credentialed preparers. For CPAs, check with the State Board of Accountancy. For attorneys, check with the State Bar Association. For Enrolled Agents, go to the verify enrolled agent status page on or check the directory,” the IRS writes.

Review your return

Remember you are accountable for the accuracy of your return. So be sure to review your tax preparer’s work thoroughly.

“Ask questions if something is not clear. Taxpayers should feel comfortable with the accuracy of their return before they sign it. They should also make sure that their refund goes directly to them – not to the preparer’s bank account. Review the routing and bank account number on the completed return. The preparer should give you a copy of the completed tax return,” according to the IRS.

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