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What to Look for When Hiring a Tax Preparer in 2025

Hire a Tax Preparer | By Olivia Brown | 2025-10-06 06:27:42

What to Look for When Hiring a Tax Preparer in 2025

For small businesses as well as individual filers, filing taxes is among the most stressful times of the entire year. From the latest IRS guidelines to complicated forms and new deductions, it is not hard to make errors which cost you money. That is the reason individuals hire professionals to perform their tax returns. But with so many different choices, how to hire a tax preparer you can trust in 2025?

Here at The Fino Partners, we understand how the right tax expert can save clients time & money. Let us understand what you should look for, how much does it cost to hire a tax preparer and how you can get the best from your investment.

The Growing Role of Tax Preparers in 2025

Around 60% of U.S citizens file their taxes with professional assistance, says the IRS. The figure is likely to grow in 2025 as more Americans turn to digital filing and online experts.

Tax laws are always changing, including new incentives for small business owners, new credits for electric cars and changes to self employed deductions. You can miss opportunities or make costly filing errors without guidance. That is the reason hiring a tax professional is not a comfort, it is a smart business choice.

Key Things to Check Before Hiring a Tax Preparer

Below are some points to help you in hiring a tax preparer:

1. Verify Credentials & Qualifications 

Before hiring anybody, ensure your potential tax preparer is competent and registered with the IRS. Try to look for one of these designations :

  • CPA (Certified Public Accountant): Good for complex returns or company taxes.
  • EA (Enrolled Agent): IRS-authorized specialists who represent you in audits.
  • Tax Attorney: Ideal for high-value or legal tax problems.

Verify credentials in the IRS's Directory of Federal Tax Return Preparers. A good preparer will have no issue sharing his PTIN (Preparer Tax Identification Number).

2. Experience Matters - Especially With Your Type of Return

Not all tax preparers are alike. Some focus on individuals, others on small businesses or self employed professionals.

Ask questions like :

  • Did you do tax returns like mine?
  • For how long have you been preparing taxes?
  • In which industries do you specialize?

Pick somebody with experience in your area in case you are a freelancer, small business proprietor or investor. For instance, The Fino Partners counsels U.S small companies on industry-specific deductions and filing requirements.

3. Ask About Their Technology & Filing Process 

In 2025, digital filing is standard. Look for a preparer who utilizes secure, current tools for document sharing and e-filing.

Ask questions like :

  • Do you provide virtual consultations?
  • Can I upload my documents securely online?
  •  How fast can you file and get my refund?

Professionals using software like QuickBooks online, Drake Tax, or Xero can help you avoid mistakes.

4. Understand the Cost Before You Commit 

One of the most frequent questions is - How much does it cost to hire a tax preparer?

Although costs differ by location and complexity, here is an approximate rundown for 2025 :

  • Basic individual tax return: $200-$400
  • Small business/self-employed return: $400-$800
  • Complex return with itemized deductions or several states: $800+

Preparers that charge based on your refund amount are big red flags. Rather, look for somebody with upfront, flat rate pricing that has no surprises.

At The Fino Partners, clients receive upfront estimates without any surprises.

5. Research the Preparer's Reputation & References 

Before hiring, research their reputation. Check out Google Reviews, BBB ratings or IRS disciplinary lists to ensure they're in good standing.

You may even request testimonials or referrals from other clients. A trusted tax preparer will be open to sharing success stories.

6. Ask How They Handle Audits & IRS Issues 

Even the most diligent tax filer might be flagged for an audit. That is why you should know if your preparer can represent you before the IRS.

Only CPAs(Certified Public Accountant), EAs and attorneys are fully represented. So in case your taxes are complex, you may wish to call one of those professionals rather than a seasonal preparer.

7. Communication & Availability 

Tax filing isn't a one-time event, it is all year round. You may need advice on estimated payments, deductions, or quarterly filings.

Keep your tax preparer available past tax season. Ask how you can reach them year round for follow up questions or tax planning help.

Bonus Tip: Match Expertise With Your Business Type

If you run a small business or startup, don’t just look for someone who can file returns — look for someone who can provide strategic advice.

A good preparer can help with :

  • Track deductible expenses properly.
  • Pick the right business structure (LLC, S-Corp, etc)
  • Plan quarterly tax payments.
  • Avoid overpaying on self-employment tax.

At The Fino Partners, we do much more than filing, we help you plan, save and grow.

Rise of Virtual Tax Professionals in 2025

More Americans are hiring tax preparers online rather than visiting local offices. Virtual tax services offer :

  • Faster communications.
  • Lower costs.
  • Flexible scheduling.
  • Access to specialists nationwide.

But ensure your preparer utilizes secure portals and follows IRS data protection guidelines.

Search online, How to hire tax professionals and also look for professionals like The Fino Partners, which connects U.S customers with vetted professionals and secure electronic filing systems.

Red Flags to Watch Out For

Watch these warning signs prior to signing an agreement :

  • They promise huge refunds without reviewing your data.
  • They will not sign your return or provide a PTIN.
  • They charge fees based upon your refund amount.
  • They rush you without details.

Selecting the wrong preparer may result in errors, penalties or audits, do your research.

In 2025, tax preparation will be quicker, smarter and electronic. Regardless if you are a person or a business proprietor, the key is finding a dependable, transparent and experienced tax professional.

Related Resources

With experts like The Fino Partners, you get more than just someone filing your returns. You get a longstanding financial partner to keep you on course, organised and prepared for success in 2025.

Frequently Asked Questions (FAQs)

A good tax preparer in 2025 must be current on tax laws, thorough and also have certifications like CPA or EA. They should also use secure digital tools for document handling and communicate clearly during the procedure. Experience with people and businesses is an added advantage.

Verify the preparer's credentials and also ensure they have a valid Preparer Tax Identification Number (PTIN). Seek reviews, inquire about their experience with similar returns, and also have them sign and file returns properly. Avoid anyone who promises inflated refunds or who levies a fee based on refund size.

Cost is dependent upon your location, the intricacy of your return and also the preparer's knowledge. US taxpayers usually pay between $150 and $400 for standard filings. Business owners or people with complicated taxes might pay higher fees but it pays off for accuracy and legal compliance.

Tax software could work in case your finances are basic. But in case you own a company, have several income streams or complicated deductions, you should hire a tax professional. They deliver personalized advice, keep up with new tax laws and also enable you to save much more with legal deductions.

Yes, you can hire a tax preparer online if you choose a vetted and respected firm like The Fino Partners. Make sure the preparer utilizes safe data-sharing platforms, encrypted storage and professional certifications. Check out their client testimonials and privacy policies before giving personal financial details.

Hiring a tax preparer needs to begin two to three months before tax season. This gives them time to organize your documents, review your past returns and plan deductions carefully. Early preparation also helps avert last-minute rushes and possible filing mistakes.
Aishwarya-Agrawal

Olivia Brown

Known for her clear, practical approach, Olivia Brown writes extensively on bookkeeping and financial reporting services. Her background in accounting helps her deliver articles that are both informative and actionable, making her a trusted source for businesses seeking reliable outsourced bookkeeping and accounting solutions.

Why Choose The Fino Partners?

With Fino partners you get more than just accounting and bookkeeping in the USA. You get an accurate, clear process that makes you satisfied. We made money management easy so you can grow your business instead. The advantages of utilising Fino partners for accounting outsourcing USA are:

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