Finding a trustworthy tax preparer can save you time, stress, and potential mistakes. Your tax professional will handle sensitive personal information, from Social Security numbers to bank accounts, so it’s essential to choose carefully. Here’s a practical guide to help you find the best tax preparer near you.
1. Ask for a Preparer Tax Identification Number (PTIN)
The IRS requires anyone who prepares federal tax returns for compensation to have a PTIN. Ensure your tax preparer includes their PTIN on your return — it’s required by law. Volunteer preparers don’t need a PTIN, so this is an important distinction.
2. Look for Credentials
While a PTIN is essential, consider working with a credentialed professional such as a Certified Public Accountant (CPA), licensed attorney, or Enrolled Agent (EA). These professionals are held to higher standards of expertise and ethics. You can also look for preparers who have completed the IRS Annual Filing Season Program.
3. Check Professional Memberships
Membership in professional organizations indicates credibility and ongoing education. Notable associations include:
- American Institute of Certified Public Accountants (AICPA)
- National Association of Tax Professionals (NATP)
- National Society of Enrolled Agents (NAEA)
- National Society of Black CPAs (NSBCPA)
If you already work with a financial advisor, ask if they offer tax advisory services or can recommend a trusted preparer.
4. Do a Background Check
Research your preparer’s credentials and reputation. Tools and resources include:
- Enrolled Agents: Verify with the IRS at epp@irs.gov
- CPAs: Use your state’s CPA board or the CPA Verify tool
- Tax Attorneys: Check with your state bar association
- All Preparers: Check reviews with the Better Business Bureau (BBB)
4. Compare Fees
Tax preparation costs can vary. In 2024, the average fee for a nonitemized Form 1040 was around $251, and $298 for an itemized return. Be cautious of preparers who base fees on your refund amount or promise unusually high returns.
5. Make Sure They Offer E-Filing
The IRS requires preparers filing more than 11 returns to submit electronically. If your preparer doesn’t offer e-filing, it could be a sign they aren’t experienced or up-to-date.
6. Confirm They Will Sign Your Return
Paid preparers must sign your tax return and provide their PTIN. Never sign a blank return, as this could leave you vulnerable to fraud.
8. Ensure They Will Represent You if Needed
CPAs, EAs, and tax attorneys can represent you in IRS audits or disputes. Preparers with only a PTIN cannot. A reliable tax professional will also be available for questions after filing season — by phone, email, or in person.
Is It Worth Hiring a Tax Preparer?
For simple tax returns, free filing tools may be enough. However, if you run a small business, have investment income, or a complicated tax situation, working with a professional can provide peace of mind. Even if your taxes are straightforward, a preparer can answer questions and ensure everything is accurate.
Looking for reliable tax preparation in Houston? The Rascon CPA Firm is here to help individuals and businesses navigate their taxes with confidence. Our team of experienced CPAs ensures accuracy, compliance, and personalized guidance every step of the way. Contact us today to schedule a consultation and make tax season stress-free.
