Three important things to inquire about when hiring a tax preparer!

Author : uhlenbrock cpa | Published On : 22 Sep 2021

Firstly, remember that nobody can choose the right tax preparer for you. There are some facts to consider and questions to answer before you hire somebody for this particular service. And after doing all of that you are going to be the one who can choose the best and the most suitable tax preparer for your business. So in this blog, we are going to talk about all the questions that you should be asking before hiring someone for this service.

Please do remember that there is much more that you should know about your tax preparer but these questions are a great way to start your hunt.

Have a look at this list of questions that will help you in the long run as well:

  1. Inquire about their PTIN or Preparer Tax Identification Number:

As a rule, anybody who wants to prepare federal tax returns for compensation should have a valid 2016 PTIN before they can go on to prepare the returns. If they do not have a PTIN, then as tax preparers they are not allowed to prepare your return. So, please be clear that it isn't something you wish to find out at the end. The best part is that you can check out PTIN qualifications on your own. You can do so by using the Internal Revenue Service (IRS) online PTIN directory that is available to all. 

  1. Inquire about their tax background:

Make sure you ask them to elaborate on those qualifications they have so proudly listed in front of you. Most of the time, they are about certain tests and certifications, rather than solid qualifications that would genuinely help your business out. Therefore, it is crucial that you also have an idea of what it really means when their portfolio says things like certified financial planner (CFP), certified public accountants (CPA), enrolled agent (EA), AFSP (Annual Filing Season Program), A JD (Juris Doctor), Volunteer Income Tax Assistance (VITA), and more. Hence, it becomes a good idea to read up at least a little bit about all of these, in order to be better informed about their capabilities. 

  1. Inquire about the mode of communication:

How can you reach them when the time demands it? Does their shop just pop up in tax season and go missing later on? What is the best way to contact them and how long will be the response time? Some questions that are crucial for a smooth journey with them, are as listed above. 

Remember, the more informed you are, the better your hiring decision would be