How To Choose A Tax Return Preparer

How To Choose A Tax Return Preparer

  • February 24, 2023
  • David Greene
  • Comments Off on How To Choose A Tax Return Preparer

I have more than a few clients each year who are audited and when I review their returns I can see where the tax preparer made mistakes because he/she did not understand the application of the rules. The IRS has issued guidelines for choosing a tax return preparer.  You should (1) avoid one who claims he can get a larger refund than other preparers, (2) beware preparers who guarantee results or base fees on percentage of refund, (3) avoid firms where your work will be delegated to someone with very little experience, (4) avoid firms that export returns to foreign countries for preparation and (5) try to use a firm that is affiliated with a professional organization that requires continuing education and holds preparers to a code of ethics.  This is very good advice.  This year with many changes in the tax code, it is better to use a professional to be sure you get all the deductions and credits you deserve. I urge you to visit an IRS web page that has pointers on choosing a tax preparer.  It is at:

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