Questions To Ask When Choosing A Tax Preparer [Infographic]

Sometimes choosing a proper and best Tax preparer is a very critical situation. In this blog, we have described all possible questions which will help you to choose a better Tax Preparer.

Questions To Ask When Choosing A Tax Preparer

Do they have expertise in areas relevant to you?

It totally depends on you, if you work for a technology organization that issues stock options, and then ensures your accountant has worked with a lot of other customers in the same condition.  Better yet, Ensure that she has customers who work in more senior positions than you because with seniority usually comes more complexity. A true expert will tell you if she is not appropriate for the job, either because your return is too simple to warrant her help or too complex due to her lack of experience.

How many years of individual tax experience do they have? 

A suitable tax adviser should have a minimum of four to five years’ experience doing individual tax returns.

How do i choose a good tax preparer?

10 ways to choose a tax preparer

  • Check the Qualifications.
  • Check the preparer history.
  • Ask about service fees.
  • Ask to E-files.
  • Make sure the prepare is available.
  • Provide records and receipts.
  • Never sign a bank returns.
  • Review before singing.
  • Ensure the preparer sings and includes their PTIN.
  • Reports abusive tax preparers to the IRS.

What license(s) do they have?

It would be more suitable for your tax preparer to have a “Certified Public Accountant license” although it is not technically important. Tax lawyer should have an LL.M in Tax.

Do they have a proper advanced degree?

An advanced degree isn’t necessary if the accountant has taken classes in personal tax as part of her ongoing Continuing Professional Education requirement. There is no proper answer to this question.

What fees will they charge? 

I believe the only honest way for a tax adviser to charge is by the hour. The hourly fee will vary by location, you should expect a higher bill if you have a lot of K-1s and/or income from more than one state or location.

What can the client or customer do to keep their fees down? 

The better organized you are, the less time your accountant will need to find the details which translate to lower fees. Don’t dump a bunch of crap on your CPA that she has to decode.

Who will actually work on your returns?

If you talk to someone who works in a big organization then you need to determine who’ll work on your taxes and who will be your point of contact.  Ensure that you’re not going to pull over to a more junior person when you need to talk to someone. You also don’t want to have to pay for time spent with an “account manager” who always has to go to the professional for the answer.

Does your adviser need to be local?

This is the actual question for you and not your potential tax adviser.  It is not necessary for your accountant to be local given the ease with which you can send documents via mail or another way.  It really comes down to whether you need to actually see your accountant get comfortable with his advice.


Hope the above Question will help you to choose correct Tax Preparer. Have any question or queries? Call our QuickBooks Customer support team. They will guide you.

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