Thinking About Hiring a Tax Preparer?
If you’re feeling unsure about doing your own taxes — you’re not alone. Many people choose to get help from a tax professional. But not all tax preparers are the same.
The IRS wants you to know that you have the right to choose someone who is honest, qualified, and trustworthy.
Why Choosing the Right Tax Pro Matters
Taxes are personal. You’re sharing your income, Social Security number, family info, and more. That’s why picking the right tax preparer is important.
A good tax pro can help you:
- File accurately
- Get every deduction you qualify for
- Avoid audits or IRS problems
- Make smart financial decisions
IRS Tips for Choosing a Tax Preparer
1. Look for a PTIN
Anyone who prepares federal tax returns for pay must have a Preparer Tax Identification Number (PTIN). Make sure your preparer has one — it’s required by the IRS.
2. Check Their Credentials
Some tax professionals have special licenses or certifications. These include:
- Enrolled Agents (EAs) – Licensed by the IRS
- Certified Public Accountants (CPAs) – State-licensed and highly trained
- Tax Attorneys – Legal professionals who can represent you in court
You can verify their status through the IRS Directory of Federal Tax Return Preparers.
3. Ask About E-Filing
Most honest tax pros file electronically. In fact, if they do more than 10 returns a year, the IRS requires it. E-filing is faster, more secure, and leads to quicker refunds.
4. Avoid Preparers Who Promise Big Refunds
If someone promises you a huge refund without looking at your records, that’s a red flag. Be cautious of anyone who:
- Charges fees based on the size of your refund
- Wants you to sign a blank tax return
- Doesn’t ask for your tax documents
5. Make Sure They Sign the Return
By law, paid tax preparers must sign the return and include their PTIN. Never trust someone who won’t put their name on your tax form.
6. Ask About Year-Round Availability
Some tax pros disappear after April. Look for someone who is available year-round in case the IRS contacts you or you need help later.
7. Review Before You Sign
You’re responsible for your return — even if someone else prepares it. Always review it carefully and make sure everything is correct before signing.
Questions to Ask a Tax Pro
- How long have you been preparing taxes?
- What licenses or certifications do you hold?
- What’s your PTIN?
- How do you handle audits or IRS letters?
- Will you be available after tax season?
Summary: Choosing the Right Tax Preparer
- Always choose a preparer with a PTIN
- Look for licensed professionals like EAs, CPAs, or attorneys
- Avoid red flags like refund promises or blank returns
- Review your return carefully before you sign
Need Help With Back Taxes?
Explore how to REDUCE, RESOLVE, or even ELIMINATE your back taxes through the IRS Fresh Start Program.
If you owe back taxes or have IRS issues, click here or call us directly at (877) 542-0412.
Ask for a FREE CONSULTATION.
