Tips on Choosing a Tax Preparer

1. You should always ask if the tax preparer has an IRS preparer tax identification number (PTIN).

2. Important credentials are certified public accountant (CPA) or/and an enrolled agent (EA).

3. It is best practice to obtain a written agreement for service fees.

4. A tax preparer should…

  • Be reachable during tax season.
  • Be up-to-date. The Tax Cuts and Jobs Act made big changes to the U.S. tax code.  A tax preparer should be aware of these changes and how they might affect you.
  • Know the requirements of the states and localities where you are required to file.  Ask upfront to make sure that your tax preparer knows – and can handle – the filing requirements of all states and localities required.
  • Be upfront about the time to prepare and deliver your tax return. You should receive an idea of how long it will take for your tax return to be completed and upon completion, receive a complete copy of your tax return.
  • Be organized. A reputable tax preparer should be able to explain what documents are needed to complete an accurate tax return.

– Your Fortis Tax Team

March 7, 2019



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