How to Find a Reputable Tax Preparer
There are many different kinds of tax preparers who can help with your return, depending on how much you’re willing to spend and the level of help you need. Some just file the tax return; others help with tax and financial planning or will represent you in front of the IRS if you are audited.
Ask your friends and colleagues for recommendations, especially if they’ve worked with a preparer for a few years. You can check a tax preparer’s credentials by using the IRS’ directory of federal tax return preparers, where you can look up tax professionals in your area who have an IRS preparer tax identification number and find out what special credentials they hold (CPA, enrolled agent, attorney, annual filing season program participant, or another PTIN holder).
For example, a certified public accountant has to meet education, exam, experience, licensing and continuing education requirements, says April Walker, lead manager for the tax practice and ethics team for the American Institute of CPAs. A CPA can also represent you in front of the IRS if you’re audited. You can find a CPA in your area by using the AICPA’s Find a CPA tool.
An enrolled agent is licensed by the IRS, must pass a comprehensive exam, and must complete continuing education requirements. Enrolled agents are also authorized to…
