Finding a Tax Preparer

With so many options in your neck of the woods, how can you be sure you’re hiring the right professional to file your taxes?

You want the process to be as quick and painless as possible without any big surprises. You also want to be able to trust that your tax professional is up on all of the new laws and will be able to complete your taxes with 100 percent accuracy.

Another factor in trying to find a great tax professional is cost. According to a recent survey by the National Society of Accountants, solo tax preparers charged an average of $226 for the usual itemized federal form 1040 and state income-tax form last tax season, compared with $260 for preparers at larger firms with three or more full-time staffers.

Why a CPA?

A certified public accountant who specializes in performing individual income tax returns may be your best option. To find a CPA, check with friends and family members for local professionals they have dealt with.

You also can use the American Institute of Certified Public Accountants’ website tool “Find a CPA” to track one down.

Some are more focused on bringing on business clients, so be sure to call for an appointment and ask if the CPA handles individual income tax matters.

Enrolled Agents

Unlike CPAs, who can handle a variety of financial activities, EAs focus solely on taxes. They must have worked for the IRS for at least five years or passed exams on tax codes and calculations.

Enrolled agents might work for themselves or in a CPA firm or storefront office. The National Association of Enrolled Agents’ website offers an online locator.

National Chains

Storefront operations can be adequate for simple, straightforward returns. The average fee for a name-brand tax company client is less than $200, which can be lower than a CPA or enrolled agent who may charge application and document-preparation fees.  

According to the websites of  these national tax preparers, employees in franchise offices of the chains have usually passed at least a several-week course, and work is reviewed by experienced supervisors.