How to Find the Best Tax Preparer near Me

To locate the best tax preparer in your area, compare prices, inquire about certifications, and do a background check.

Perhaps you have previously dealt with a tax preparer, but have you ever inquired about their qualifications?

Although tax preparers can access your most private information, such as your bank accounts, marriage, children, and Social Security number, many people don't.

Here are eight suggestions for locating the top tax preparer or tax expert in your area during tax season.

8 Tips for Finding A Top Tax Preparer Near Me Or Income Tax Preparer Near Me

• Ask For a Preparer Tax Identification Number (PTIN)

Anyone who prepares or helps prepare federal tax returns for remuneration must have a preparer tax identification number, or PTIN, according to IRS regulations. Take note of the words "for compensation"; PTINs are not required for volunteer tax preparers. The IRS also demands that your income tax preparer include their PTIN number on your return.

• Require A CPA, Law License, Or Enrolled Agent Designation.

How can you locate the top tax preparer in your area who possesses the qualifications you seek? Searching the IRS directory is one method. PTIN-holding preparers and those with IRS-recognized professional certifications are included. The database will not include preparers who are volunteers or who only have PTINs.

It doesn't hurt to go one step further and look for a credentialed preparer who is also a certified public accountant (CPA), licensed attorney, or enrolled agent (EA), even if obtaining a PTIN is a basic prerequisite that is very simple. These professionals are typically held to a greater level of education and expertise, though the quantity of continuing education required for each designation will vary.

Working with a tax expert who has finished the IRS' Annual Filing Season program is another option. Examples of programs that assist preparers in meeting the Annual Filing Season Program requirement are the Accredited Business Accountant/Advisor and Accredited Tax Preparer.

• Look For Friends in High Places

A tax professional should always be a member of a professional organization since most of them have professional conduct standards, codes of ethics, and certification programs. Additionally, professional associations could be better able to match you with a tax preparer whose background and skills match your requirements.

Among the noteworthy organizations are:

• AICPA stands for American Institute of Certified Public Accountants.
• NATP stands for National Association of Tax Professionals.
• LGBT Chamber of Commerce National.
• NSBCPA stands for National Society of Black Certified Public Accountants.
• NAEA stands for National Society of Enrolled Agents.
• Filipinos in Finance and Accounting International Society (ISFFA).

You can also verify if the financial advisor you currently work with provides tax planning or advising tax services near me. You might have no trouble finding a tax expert through their firm.

• Do a Background Search

Investigating someone's qualifications or employment history may be the last thing on your mind as tax season approaches, but going the additional mile could guarantee that your financial data is secure. Verifying the preparer or firm's standing with the Better Business Bureau (BBB) is one method to accomplish this. Depending on the title of your preparer, you can also learn more about their background:

• Enrolled agents: Send an email to epp@irs.gov to confirm their title
• Certified public accountants: Consult your state's board of accountancy or utilize the CPA Verify tool.
• Tax lawyers: Get in touch with the bar association in your state.

• Compare Tax Preparation Fees

What is the fee structure for tax preparers? Over 1,000 tax preparers in the US were polled by Drake Software in 2023, and the respondents predicted that the average fee for creating a nonitemized Form 1040 in 2024 would be $251. That cost increased to $298 for an itemized Form 1040.

Tax preparers typically charge a fixed fee for each form and schedule required on your return, or they charge a minimum fee plus additional fees dependent on the complexity of your return. It's a warning sign if you find a tax preparer who bases their charge on the amount of your refund or who claims they can get you a larger refund than anybody else.

• Reconsider Tax Preparers Who Don't E-File

Any paid preparer who prepares more than 11 returns for clients is required by the IRS to submit electronically through the IRS e-file system. Your tax preparer may not be performing as much tax preparation as you believe if they do not provide e-file.

• Confirm They'll Sign on the Dotted Line

Paid preparers are required by law to sign their clients' forms and provide their PTINs; if you sign a blank tax return, the preparer may put anything on it, including their own bank account number, to steal your refund.

• Check If They Would Have Your Back

You can be represented before the IRS on audits, payments, collection matters, and appeals by enrolled agents, certified public accountants, and lawyers having PTINs. Even if they prepared your return, preparers with only PTINs are unable to do so. Only in certain situations can preparers who have finished the Annual Filing Season Program represent clients.

Availability is also very important. The top tax preparers will still answer your phone, reply to your email, or come see you in person even after the filing season has ended and your tax return has been filed.

You might think about getting assistance online if you don't need to meet with a tax expert in person. Nowadays, a lot of online tax preparers include live support, so you may get help right away if you have any questions while you're filing.

Is it worth going to a tax preparer?

You could only require a free tax filing service if your tax return is quite straightforward. For those with more complex tax situations, paid packages from tax providers may also be a more cost-effective option than seeing a professional in person to do their taxes.

According to Angie Toney, a certified public accountant in the Washington, D.C., area, "I am a proponent for self-preparation when individuals are young and just starting with a simple W-2," she stated over email. "It will give some basic understanding of how taxes are prepared, and taxpayers should read the return after it is completed."

Working with a tax preparer or other tax professional may be worthwhile if you are a small business owner, have a challenging tax year, are a new investment, or simply want to speak with someone in person.

What's the difference between a CPA and a tax preparer?

A certified public accountant, or CPA, is a person who has passed a series of tests and completed educational requirements to be licensed to practice accounting. They might be experts in particular areas of accounting, like taxes.

On the other hand, the phrase "tax preparer" refers to a broad category of professionals who prepare tax returns, including those with and without credentials. Anyone who gets paid by the IRS to prepare a tax return is required to get a preparer tax identification number, or PTIN.

Different Types of Tax Services Near You

Tax Services near Me

It's critical to comprehend the several service categories when looking for a "tax preparer near me" or "tax services near me." 

There are numerous tax services available to assist you in navigating the intricacies of tax preparation and filing, contingent on your particular requirements, whether you are an individual, freelancer, or business owner. An outline of the most prevalent categories of tax services is provided below:

Certified Public Accountants (CPAs)

Professionals with extensive training, and certified public accountants provide a variety of tax services. They are knowledgeable about the most recent tax rules and regulations and specialize in preparing taxes for both individuals and businesses.

Agents Enrolled (EAs)

IRS-licensed tax professionals with federal authorization are known as enrolled agents. They are qualified to represent clients in audits, appeals, and other tax-related proceedings since they are tax law experts.

Tax Lawyers

Lawyers with a focus on tax law are known as tax attorneys. Even while they might not be the first option for regular tax preparation, they are quite helpful when handling tax-related legal matters.

Companies That Prepare Taxes

Both individuals and small businesses frequently choose national tax preparation chains like Jackson Hewitt, Liberty Tax, and H&R Block. These companies provide competitively priced, standardized tax preparation services.

Self-employed Tax Accountants

Professionals who work as independent contractors and specialize in tax preparation are frequently known as independent tax preparers. They might function on the basis of experience and skill, or they might hold certifications like CPA or EA.

Software and Online Tax Services

Online tax services like TurboTax, TaxAct, and H&R Block Online provide easy-to-use software for tax preparation and filing for those who would rather do things themselves.

Payroll and Bookkeeping Services

Other services like bookkeeping and payroll administration are provided by certain tax preparers or firms. Small businesses especially benefit from these services.

Expert Tax Assistance

Some tax preparers focus on certain circumstances, such as filing for non-profit organizations, cryptocurrency taxes, or overseas taxes.

Your particular financial requirements and tax circumstances will determine the kind of tax service you select. Knowing your alternatives can help you make an informed choice, whether you choose to work with a tax attorney, an EA, a CPA, or an internet service. With so many tax services available in your area, selecting the correct expert will guarantee a precise and stress-free tax filing process

FAQS

What is the most affordable tax software?

Under the IRS's Free File program, taxpayers who earn less than a specific amount may be eligible to receive free tax software from several well-known vendors. Taxpayers have to have earned $79,000 or less in 2023 in adjusted gross income to be eligible for Free File last tax season.

For filers with basic returns, all of the tax software companies we evaluate include a free tier.

What is the deadline for filing my taxes?

Tuesday, April 15, 2025, is the deadline for submitting taxes.

You can extend your tax filing date by six months by completing Form 4868, but remember that your tax bill is still due by the standard mid-April deadline.

Promote Your Business for Free on FreeAdsForever.com!

Looking to expand your business and reach a wider audience without breaking the bank? Post your ads for free on FreeAdsForever.com! Our platform is designed to help businesses, entrepreneurs, and service providers connect with potential customers effortlessly. Whether you're promoting tax preparation services, local businesses, or any other venture, FreeAdsForever.com offers an easy-to-use interface to post your ads and showcase your expertise. Take advantage of our free advertising opportunities today and watch your business grow with increased visibility and engagement in your local and global markets!