Choosing the Right Tax Preparer

Tax season is here! Now is the time to start (or finish) collecting your tax return paperwork. It’s also time to reach out to your tax professional to schedule your appointment. But how do you know who is the right tax professional to choose? There are some factors you need to know and questions to ask when choosing the right one.

Preparer Tax Identification Number (PTIN)

A good question to ask when looking for a tax preparer is to find out is if they have a PTIN. This is a requirement with the IRS for any tax professional to have. If a tax professional files your tax return, they must include this information on your return.

Confirm Credentials

In addition to the above, you should find out about their credentials. For the most peace of mind, go with a tax preparer who is also a certified public accountant (CPA) or an enrolled agent.

Do they E-File?

Did you know that the IRS requires all tax professionals who submit 10 or more tax returns to file their clients’ returns electronically? If you have found a tax preparer who doesn’t E-File, this is a sign they may not have much experience and may not be right for your needs. Additionally, E-filing will allow your tax return to be processed with the IRS much faster than paper filing, leading to a quicker turnaround for you to receive your refund (if you are eligible for one).

Signing the Return

Confirm with them that they will be signing your form. Make sure any tax forms you receive are completely filled out before you sign. If you sign a blank tax return, you are allowing that individual to put anything they want on it, including their own bank account information.

Knowing that you are working with a professional who knows what they are doing is important. You want to make sure they have all of the credentials and knowledge to handle your return. If you’re looking for a knowledgeable, trustworthy CPA firm to handle your tax return, and located near you in Chester or Berks or Montgomery County, don’t hesitate to reach out to us at Ryder & Company. We look forward to working with you this tax season!

Share this article:


Skip to content