5 Tips To Find The Right Tax Preparer
Financial
December 08, 2021

When you have a specific health problem, you see a specialist, right? This tax season, look for select specialties in your tax preparer to get the best results.
Here are a few tips to get the right tax preparer:
- Don’t procrastinate. Look for a preparer long before March or April because competent preparers will be swamped with work in the final month before April 15. Plus, it is always better to have more time to prepare your taxes so you can look at all your options and make a smart decision.
- Rely on references. Family or friends are great resources when you’re looking for success and horror stories of their past preparers. Take the time to look at reviews of their recommendations on the companies’ business page and social media, if available.
- Know your needs. Single or married taxpayers with a simple personal income tax return may benefit from using larger firms that can quickly get your paperwork back to you rather easily. However, if you own a small business or have a complex tax situation, you may benefit from working with a CPA firm that focuses on small business tax matters. Your taxes are specific to you so make sure to get a tax preparer that works with your needs.
- Compare prices. Ask about fees before having any work done. You should make sure that the cost is within your budget because your tax preparer should not break your bank.
- Check credentials. Ask about the preparer’s credentials in a face-to-face visit ahead of time. A good indicator of a preparer’s trustworthiness is being a member of the American Institute of CPAs or the National Association of Enrolled Agents.
You are now ready to get started with your search for tax preparer. Just make sure to use these tips to find the right one for you!