Even though tax professionals have access to highly sensitive personal information—such as bank details, marital status, dependents, and Social Security numbers—many taxpayers still feel uncertain about choosing the right advisor. Beyond evaluating credentials, there are several important factors to consider when selecting tax assistance. Below are seven essential tips to help you find the best tax preparer or tax advisor for your needs.
1. Request a Preparer Tax Identification Number (PTIN)
The IRS requires anyone who prepares or assists in preparing federal tax returns for a fee to have a valid Preparer Tax Identification Number (PTIN). Volunteer preparers are exempt, but paid professionals must include their PTIN on your tax return. Always verify that your tax preparer has a valid PTIN, as this confirms they are authorized by the IRS.
2. Verify Professional Credentials
Choose a qualified tax professional such as a Certified Public Accountant (CPA), licensed attorney, Enrolled Agent (EA), or someone who has completed the IRS Annual Filing Season Program. These credentials require education, examinations, and continuing professional training, ensuring your preparer stays updated with current tax laws and regulations.
3. Look for Professional Memberships
Membership in professional organizations like the National Association of Enrolled Agents, National Association of Tax Professionals, American Institute of Certified Public Accountants, or the American Academy of Attorney CPAs is a strong indicator of credibility. These organizations uphold ethical standards, continuing education, and professional conduct requirements. Personal referrals from financial advisors can also be valuable.
4. Ensure They Offer E-Filing
Any paid tax preparer who files more than ten returns per year is required to use the IRS e-file system. If a preparer does not offer e-filing, it may be a red flag indicating limited experience or non-compliance with IRS requirements.
5. Confirm They Will Sign Your Tax Return
By law, paid tax preparers must sign your return and include their PTIN. Never sign a blank or incomplete tax form, as this could expose you to fraud or unauthorized changes that may put your refund or personal information at risk.
6. Make Sure They Can Represent You Before the IRS
Enrolled Agents, CPAs, and licensed attorneys can represent you before the IRS in audits, appeals, and collection matters. Preparers without these credentials generally cannot. Additionally, a reliable tax advisor should be accessible year-round—not just during tax season—to answer questions or assist if issues arise.
7. Consider Online Tax Advisory Services
If meeting in person is not essential, online tax advisors can be a convenient and effective option. Many reputable professionals now offer virtual consultations, document sharing, and ongoing support, making expert tax help more accessible than ever.