
1. What are your credentials? Make sure the tax preparer has passed recent state or federal tests. (California, Maryland, and Oregon require licenses.) Ask, too, if he is a member of a professional organization related to tax preparation and attends continuing education classes.
2. How much experience do you have? Look for a tax preparer who has had at least seven to 10 years of experience. While that may not seem important, the more time a preparer has been working on tax returns, the more likely he is to have dealt with a tax situation similar to yours.
3. What kinds of clients do you usually work with? Ideally, you want a preparer with clients similar to you. That way, he'll be able to give you the best service for your particular needs.
4. Can you give me a price quote? Often, a tax preparer will say that he can't tell you what he'll charge until he determines which forms you'll need. But you can try to pin down an answer by presenting the forms you completed last year or by asking for a list of fees for various types of tax help. Avoid preparers who base their fees on a percentage of your refund.
5. Do you provide audit help? CPAs and Enrolled Agents can usually represent you before the IRS. The national chains provide free audit advice to clients, but you might have to pay extra to have someone accompany you to an audit or talk to the IRS on your behalf.
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