Find Reliable Tax Experts Near You
Why You Should Be Cautious When Selecting a CPA
Every year, the IRS releases its “Dirty Dozen” list of common tax scams, many of which involve unscrupulous tax preparers. These fraudsters might promise inflated refunds, falsely claim deductions or credits, or advise clients to neglect their tax responsibilities.
One concerning fact is that practically anyone can become a paid tax preparer. Most states have minimal requirements for certification, training, or competency testing, which means the quality of service can vary greatly.
So, how can you find a trustworthy tax professional? Here’s a three-step guide to help you select a qualified CPA or tax accountant who can meet your needs.
Step 1: Create a List of Potential CPAs and Tax Accountants
As with any service provider, referrals are a great way to start when looking for a CPA or tax accountant. However, don’t just settle for the first name you hear or simply search online for “best tax preparers near me.” Instead, create a shortlist of three or four accountants. Here are some ways to do that:
- Ask for Referrals : Reach out to friends, family, and colleagues for recommendations. CPAs often specialize in particular areas like small business, high-net-worth individuals, or specific industries.
- Use the IRS Directory : Every paid tax preparer must have a Preparer Tax Identification Number (PTIN). While a PTIN doesn’t guarantee expertise, the IRS maintains a directory of PTIN holders—such as CPAs, enrolled agents (EAs), and attorneys—who meet certain credential requirements. You can search the IRS directory by ZIP code to find professionals near you.
- Check State or National Associations : State boards of accountancy and CPA societies often have online directories or can provide lists of local tax professionals. If you’re looking for a specific type of service, such as tax preparation, make sure the person you’re considering specializes in it.
- Explore Free Tax-Prep Services : If you earn less than $56,000 annually or are over 60, you may qualify for free tax preparation through the Volunteer Income Tax Assistance (VITA) or Tax Counseling for the Elderly (TCE) programs. These IRS-sponsored programs offer trained volunteers to prepare your tax return at no cost.
Step 2: Narrow Down Your Choices
Once you’ve compiled your list of potential tax preparers, it’s time to assess your options. Here’s what you should do:
- Verify Credentials : If the name comes from a reputable source like the IRS, a state CPA society, or a national association like the NAEA, their credentials are likely legitimate. But if you got the name from a referral, make sure to confirm their certifications. Use websites like cpaverify.org or check your state’s Board of Accountancy website to verify the credentials of CPAs.
- Read Online Reviews : Look up the CPA or accountant’s name online to see what others are saying about their services. Check reviews on platforms like Yelp, Google, and Facebook to gauge their reputation. Pay attention to both positive and negative feedback to get a clear picture.
- Make an Appointment : Once you’ve narrowed down your list, schedule a meeting with the tax preparer. Be proactive about setting up an appointment early, as many accountants’ schedules fill up quickly, especially as tax season progresses.
Step 3: Interview a Potential CPA
When you meet with a prospective accountant, bring a copy of your most recent tax return. This will give the accountant a clearer understanding of your situation and help them provide an estimate for their services.
- Be prepared to discuss any significant life changes, such as getting married, starting a business, or purchasing property. This information will help them identify potential tax implications and optimize your return.
Bonus Step: Consider Looking Outside Your Local Area
If you’re struggling to find a qualified tax preparer near you, don’t be afraid to look outside your immediate geographic location. While face-to-face meetings are often preferred, many CPAs and tax advisors offer virtual consultations. You might find a better fit with someone outside of your town.
Final Reminder: You Are Ultimately Responsible for Your Tax Return
Regardless of who prepares your tax return, remember that you are the one who is legally responsible for the accuracy of your return. Never sign a return without reviewing it thoroughly. If you’re unsure about anything, ask the preparer to explain it. When you sign your return, either physically or electronically, you are confirming its accuracy under penalty of perjury.