Why Choosing the Right Preparer Matters
No one wants to make a mistake in choosing a tax preparer. The wrong choice can cost you money and unwanted attention from the IRS, while the right one gives you peace of mind and reduces your stress.
The best time to start your search is early in the year. By February or March, many skilled tax professionals already have full workloads, so don’t wait until the last minute.
A good first step is asking family and friends for recommendations but make sure to ask about the quality of the service they receive. Then follow up by doing your own research on the tax preparer’s credentials and website.
7 Questions to Ask Before Hiring a Tax Preparer
Once you connect with a potential preparer, ask these key questions to understand how they do business:
What types of clients do you typically work with?
Look for a professional who has experience with clients in your situation.
Can you give me an estimated price for my return? If not, how do you determine your rates?
Does the fee to prepare my tax return include tax advice throughout the year?
What happens if I am contacted by the IRS or audited?
Many EAs and CPAs offer IRS representation services for a fee, or you may be able to get audit protection up front.
What is your typical turnaround time for tax returns?
Two to three weeks is common, but the later you provide documents, the longer it will take.
Can I sign my return electronically? Will I receive a digital or a paper copy of my tax return?
Do I need to come meet with you, or should I just start by sending my documents?
Listen carefully to how they answer. A trustworthy preparer will be transparent and clear.
Why Credentials Matter: EA vs. CPA
If you want high-quality tax preparation, look for an Enrolled Agent (EA) or Certified Public Accountant (CPA). These credentials prove that the professional has put in the effort to master tax law and maintain their knowledge through ongoing education. They also allow the preparer to represent you directly before the IRS.
Enrolled Agent (EA): Certified by the IRS, EAs must pass a comprehensive exam covering individual, business, and IRS tax matters. They’re required to complete tax-related continuing education every year.
Certified Public Accountant (CPA): CPAs complete 150 college credits in accounting and business and must pass a rigorous four-part exam. While many CPAs specialize in areas other than tax, those who focus on tax bring both accounting expertise and a broader business perspective.
Both EAs and CPAs are trusted professionals who can prepare your return and help resolve IRS issues if they arise.
How to Search for a Tax Preparer
The IRS has a free online directory where you can search for EAs and CPAs in your area: IRS RPO Directory. You can also find the site by Googling “IRS RPO Directory.” The directory gives you names and locations, but you’ll still need to do some homework.
A good next step is to search online for the professional’s name and your city — for example:
“[Name] taxes [Your City]”
This will usually bring up their business website.
When reviewing a firm’s website, pay attention to:
Services offered – Some firms focus on typical individual returns, while others handle complex cases like past-due taxes, foreign income, or estates and trusts. If you don’t have a complex return, you don’t need a specialized preparer.
Firm size and focus – Larger firms may charge higher fees and prioritize business clients, though many still provide tax preparation for individuals.
Fit for your situation – The right preparer has experience with clients like you and can handle any special circumstances you face.
Doing this research up front saves time and helps you connect with a tax professional who fits your needs.
Conclusion
When you find a tax preparer you can trust, you’ll be glad you made the effort. They protect your financial future, guide you through complex rules, and stand by you if the IRS has questions. Start your search early, check credentials, and ask the right questions. A little effort now can save you time, money, and headaches later.