Ten Tips for Choosing a Tax Preparer
Hiring the right tax preparer can save you time, money, and stress—especially during tax season. With thousands of tax professionals available, knowing how to choose a qualified and trustworthy preparer is key. The IRS offers valuable guidance to help taxpayers make an informed decision. Here are ten essential tips to consider when selecting your tax preparer:
1. Check Qualifications
Ensure your preparer has the appropriate credentials. Look for certified professionals such as CPAs, Enrolled Agents (EAs), or Registered Tax Return Preparers with valid IRS PTINs.
2. Verify Credentials
Use the IRS Directory of Federal Tax Return Preparers to confirm your preparer’s qualifications and find individuals with recognized credentials and experience.
3. Ask About E-Filing
Choose a preparer who offers IRS e-file. This ensures faster, more secure filing and often speeds up your refund.
4. Confirm Availability
Your tax preparer should be available year-round—not just during tax season—in case questions or issues arise after filing.
5. Review Service Fees
Avoid preparers who charge fees based on a percentage of your refund. Transparent, flat-fee structures are a sign of ethical service.
6. Get It in Writing
Always receive a clear summary of services and fees up front. Review and sign a preparer’s engagement letter when possible.
7. Ensure They Sign and Include Their PTIN
By law, paid tax preparers must sign your return and include their Preparer Tax Identification Number (PTIN). If they refuse, that’s a red flag.
8. Don’t Sign a Blank Return
Never sign a tax return before it is fully completed. A trustworthy preparer will walk you through the return and answer your questions.
9. Review Before You File
Double-check your return for accuracy before signing. Ensure you understand everything included and keep a copy for your records.
10. Report Suspected Fraud
If you suspect a tax preparer of fraud or misconduct, you can report them to the IRS using Form 14157 (Complaint: Tax Return Preparer) or Form 14157-A for suspected returns.