Not all tax preparers are created equal.
With many tax changes coming in 2026, more people may benefit from professional help. But finding a qualified preparer takes more than a quick search. Taking time to evaluate your options can help ensure your taxes are handled accurately and responsibly.
Start with a Credentialed Professional
One place to start is with a credentialed tax professional. These preparers are vetted by the IRS, a state, or a regulatory board. The most common include CPAs, attorneys, and enrolled agents.
The IRS also maintains an online Directory of Federal Tax Return Preparers with Credentials and Select Qualifications, which lists professionals with active preparer tax ID numbers.
That said, many non-credentialed preparers also provide excellent service. If you choose one, it’s worth doing a little extra homework.
Questions to Ask Before Hiring a Tax Preparer
Before hiring a preparer, consider asking:
- What credentials or training do you have?
- How do you stay current on tax law changes, including recent legislation like the “One Big Beautiful Bill”?
- How are your fees structured — hourly, per return, or based on complexity?
- Do you offer e-filing?
- Will you be available after tax season if questions come up?
You should also check their reputation through sources like the Better Business Bureau or your state’s CPA or attorney licensing board.
Watch for These Red Flags
Be cautious if you encounter any of the following warning signs:
- Fees based on a percentage of your refund
- Being asked to sign a blank return
- Being told not to review the return before filing
- A preparer who refuses to sign the return or include their PTIN
Do Your Homework
A little due diligence now can help you avoid costly mistakes later.
A simple reminder from the team at Counter Point, helping employers and business owners stay ahead of payroll, tax, and compliance issues.
