Knowing how to find the best tax preparer is important for a number of reasons because you are entrusting your income information, bank information, and your personal financial history to the person you hire. The right tax preparer can make sure you file your taxes correctly, avoid costly mistakes, and even save money if you choose the right deductions.
With so many options, it may be very difficult to know who is qualified and exactly fits your needs. This guide will help you understand how to find the best tax preparer near you, what to look for, and how to choose someone who will keep your information more safe and your taxes done right.
How to Find the Best Tax Preparer in the USA?
Choosing the right tax preparer is one of the most crucial decisions you will ever make this tax season. They handle your personal information about finances, and you deserve an individual who is competent, trustworthy, and easy to work with, whether filing individually or running a small business. Knowing how to find the right tax preparer saves you from stress, time, and money. Here are some easy, simple tips that will help you find the best tax preparer near you and understand the process before hiring a tax preparer in USA.
MORE: How to Find the Best Tax Preparer for Your Business in USA
1. Check for a PTIN
Every paid Tax Preparer in the USA must have a Preparer Tax Identification Number; that is an IRS requirement. Always be sure the preparer lists the PTIN on your return; if they refuse, look for someone else.
2. Look for Strong Credentials
The PTIN is merely the bare minimum. If you want the safest option, then your best bet would be a CPA, an enrolled agent, or a tax attorney. These pros are trained, tested, and responsible to strict standards. You can also check the IRS directory for credentialed preparers in your area.
3. Find a Preparer Who Has Professional Accreditations
Membership in a professional organization is a commitment to excellence in the profession. Many associations have codes of ethics and continuing education requirements for their members. Such organizations can also be utilized to facilitate locating a preparer whose experience best suits your needs.
4. Do a Background Search
Before you share your financial information, check out their reputation. Check the company with the Better Business Bureau. For CPAs, check the state board of accountancy within your state. For enrolled agents, you can check their status with the IRS. A quick check now can prevent problems later.
5. Fees Comparison
The cost to hire a tax preparer varies, depending on the work to be done. Simple returns cost less. More complex returns cost more. Many preparers charge either a flat fee per form or a minimum fee plus extra charges. You should avoid anyone who bases the fee on your refund amount or promises a bigger refund than others can deliver. That is a major warning sign.
6. Make Sure They Offer E-filing
Most paid preparers are required to e-file returns. If your preparer doesn't offer an e-file, they may not handle many returns, or they may not be following IRS rules. E-file is faster, safer, and more reliable.
7. Verify They Will Actually Sign Your Return
Have paid preparers sign your return and include their PTIN. Never sign a blank return. If a preparer asks you to, you should walk away right then because it puts you at risk of fraud and financial loss.
8. Confirm Coverage at the Time of Filing
A good tax preparer doesn't disappear after filing season. They should be available if the IRS sends a notice, if you need help with an audit, or if you have more questions later. CPAs, attorneys, and enrolled agents can represent you in front of the IRS. Choose someone who can support you if an issue comes up.
Is It Worth Hiring a Tax Preparer in the USA?
Free filing tools should be sufficient if you don't have a particularly complex and convoluted situation. If you own a business, have lots of sources of income, invested for the first time, or if you want to get help from a real person, the peace of mind that comes with having a professional handle it, is worth it. A very good preparer will help you avoid more mistakes and find deductions you might not notice yourself.
What's the Difference Between a Financial Advisor vs. Tax Preparer?
The financial advisor is the professional who helps an individual create a more better plan for his or her overall financial life: how to save, invest, retire, and make long-term decisions about money. Essentially, they work to help people build and protect their wealth over time.
A Tax Preparer's main responsibility is to prepare and file your tax return. They will make sure all of your tax documents are accurate and meet all IRS requirements, including all the deductions and credits you're eligible for. While anyone who is paid to prepare taxes must obtain a PTIN, not all tax preparers have additional training in financial planning.
In any case, if you seek to get advice on money decisions throughout the year, it would be more in your interest to consult a financial advisor. Yet, if the only goal is to correctly file taxes and avoid mistakes, then the tax preparer is the way to go.
Helpful Links
- How to Hire a Tax Preparer: A Complete Guide
- Hiring a Tax Preparer: Benefits, Eligibility, Process
- Choosing a tax professional | Internal Revenue Service
To find the best tax preparer is not only about filing a return; it's about safeguarding your financial future more securely. It can make everything a lot easier and far less stressful when you are with a professional who understands your needs and has good qualifications. Take the time to compare credentials, check backgrounds, and find that trusted expert who will walk you through every step.
If you are looking for professional tax support that you can rely on and that is highly accurate, The Fino Partners is here to make a difference. Our experts can bridge your needs with experienced tax preparers who know U.S. tax rules and how to keep your financial records safe.
Contact The Fino Partners today to hire the services of a trusted tax preparer and get an early lead into a simplified, hassle-free tax season.
