Finding a Tax Pro

Finding the right tax professional to “fix” your taxes is a lot like finding the right plumber or to fix your kitchen sink. There are many to choose from, but it’s a challenge to make sure you find someone who is knowledgeable, experienced, and dependable. With a tax pro, you also want someone with whom you feel comfortable confiding your financial details.

So, how do you find that elusive experienced and dependable confidant to prepare and file your income tax returns? Well, you can ask friends, hit the Internet, or head to the local tax preparation office. That can get you a few tax pros to interview. Yes, interview. Plan to interview two or three recommended tax pros to feel confident that she or he is qualified and that you feel comfortable interacting with her or him.

These three interview questions are a “must” for finding the right tax pro:

  • How Do You Keep Up with Tax Law Changes?

Tax laws are constantly changing. Some changes are major, as we saw three years ago with the 2017 Tax Cuts and Jobs Act. It’s important to work with a tax preparer who keeps up with all those changes, so you don’t have to. A qualified tax preparer will describe attending conferences, webinars, or other methods to stay current.

  • What Experience and Credentials Do You Have?

Tax preparation is an unregulated industry where anyone can participate, so asking about years of experience, training and education is essential. Preparers with professional credentials, such as a CPA or Enrolled Agent (EA), are required to complete annual continuing education requirements and follow ethical and professional standards. 

  • How Do You Communicate with your Clients?

Does the tax preparer meet regularly with clients? Is she or he available to you if a tax-related question or issue comes up? Make sure you feel comfortable with the tax preparer’s style, manner, and process. If not, keep looking. You’ll be sharing a lot of personal information so you must be comfortable.

Plan to interview two or three tax pros referred by friends or online reviews to find a tax professional who is knowledgeable, experienced, and with whom you feel comfortable confiding your financial details. Need help getting started? The IRS has a website for you with tips and tools – https://www.irs.gov/tax-professionals/choosing-a-tax-professional.