9/9/2021
Candace J. Dixon
The filing extension deadline will be here soon if you requested an extension. If you'll be using a tax professional, be sure to choose them carefully, as you are ultimately responsible for all of the information on your return no matter who prepares it, or when it’s filed.
Some Things You Should Do When Choosing a Tax Professional:
Use the IRS Directory of Federal Tax Return Preparers
The Directory of Federal Tax Return Preparers with Credentials and Select Qualifications is is a searchable directory that can help you find a tax return preparer with specific qualifications.
Check for Disciplinary Actions and Complaints
Check with your State Board of Accountancy for CPAs.
Check with your State Bar Association for attorneys.
Verify the status of Enrolled Agents on the IRS website.
Check the preparer's Better Business Bureau history.
Ask About Fees Upfront
Avoid tax professionals who base their fees on a percentage of the refund or offer to deposit all or part of your refund into their own financial accounts.
Be leery of tax preparers claiming they can get you larger refunds than their competitors can.
Ask If They Use IRS e-file
Make sure your preparer offers IRS e-file.
Check Their Availability After the Deadline
Make sure your tax preparer will be available after the filing deadline has passed in case you need them to answer questions about your return.
Be Sure They Sign Your Return and Include a Preparer Tax Identification Number
Paid tax preparers must have a Preparer Tax Identification Number (PTIN) to prepare returns.
Preparers must sign returns and include their PTIN.
Understand Their Credentials
Enrolled agents, CPAs, and attorneys have unlimited practice rights and can represent taxpayers on any tax matter before the IRS.
Tax preparers participating in the IRS Annual Filing Season Program have limited practice rights. They can only represent people whose returns they prepared and signed, and only before exams, Taxpayer Advocate, and customer service.
Resources: Choosing a Tax Professional Understanding Tax Return Preparers Credentials and Qualifications Tax Time Guide: Free tax return help available in-person and online Publication 17, Your Federal Income Tax