07/02/2026
Things to Consider When Choosing a Tax Professional
If you decide to hire an expert, do not just pick the closest or cheapest option. Look for these critical factors to ensure your finances are in safe hands:
1. Credentials and Qualifications
Always verify that the professional is registered with the IRS. Anyone paid to prepare taxes must have a valid PTIN (Preparer Tax Identification Number).
Beyond that, look for credentials that fit your needs:
Authorized IRS E-Filers: Ensure they file electronically for faster, more secure processing.
Enrolled Agents (EAs) or CPAs: These professionals have advanced training and unlimited representation rights before the IRS if you are ever audited.
2. Fee Structure
Ask upfront how they charge.
⚠️ Red Flag: Avoid any preparer who bases their fee on a percentage of your refund, or who claims they can get you a "bigger refund" than anyone else before even looking at your documents. This is a common sign of predatory or fraudulent practices.
3. Availability Outside of Tax Season
A great tax professional doesn't disappear on April 16th. Ensure the firm is open year-round to answer IRS correspondence, assist with financial planning, or adjust your withholding (W-4) mid-year so you aren't caught off guard next season.