4 Important Factors to Consider When Choosing a Tax Preparer For You or Your Business

Tax season can be a stressful time for many individuals and businesses, so it's important to find the right tax preparer for you. A good tax preparer can help you save money and make sure you're paying the right amount of taxes. But with so many tax preparers out there, how do you know which one is right for you? 

When selecting a tax preparer, there are several important factors to consider. These factors include experience, qualifications, fees, communication style, and customer service. With that in mind, it's important to do your due diligence and research potential tax preparers so that you can make the best decision for your needs. 

What to Look For When Hiring a Tax Preparer

1. Ensure Their Legitimacy by Asking for Their Identification Number

When it comes to finding the best tax preparer to hire, the first step is to ensure they are legitimate. The best way to do this is to ask them for their identification number. This number is issued by the Internal Revenue Service (IRS) and is used to verify that the tax preparer is qualified to do the work they are hired to do. Every legitimate tax preparer should have an identification number, so if they don’t have one, it’s best to find someone else. 

2. Research Their Credentials and Background

The next step in finding the best tax preparer is to research their credentials and background. It’s important to make sure the preparer is experienced in the type of taxes you need to file. You should also check to see if they have any special certifications or designations. 

For example, some preparers may have the Certified Public Accountant (CPA) designation, which indicates they have passed a rigorous exam. Additionally, it’s a good idea to research their background to ensure they haven’t been involved in any legal or financial issues. 

3. Compare Fees before Narrowing Down Your Options

Different tax preparers will have different fee structures, so it’s important to compare fees before narrowing down your options. Make sure to ask potential tax preparers about the services they offer and the fees they charge. Some may offer discounts for certain services or bundle packages, so be sure to ask about those as well.

4. Ask If They're E-Filing and Utilizing Other Technologies

One of the most important things to look for when searching for the best tax preparer to hire is whether or not they are utilizing the latest technologies. E-filing and other technologies can make the process of preparing taxes faster, easier, and more efficient. E-filing is the process of filing your taxes electronically, which is faster and more secure than mailing your taxes. This is especially useful if you are filing your taxes at the last minute and want to ensure they get to the IRS on time.

In addition to e-filing, other technologies, such as software programs, can make the tax preparation process easier. These programs can help you keep track of your deductions, calculate your taxes accurately, and even advise how to save money. 

The Bottom Line

Doing your due diligence when searching for a tax preparer is essential to ensure you get the most out of your tax return. Take the time to research potential preparers and meet with them in person to get a better understanding of their qualifications and services. This will help you make an informed decision and ensure you have the best tax preparer for your needs.

At Hawk Tax Solutions, we believe in providing our clients with the highest quality of service. We take pride in our attention to detail and accuracy, and our commitment to providing our clients with the best service possible. Whether you are an individual or a business, we are here to help you with all of your tax needs. Contact us today to learn more about our tax preparation and consulting services!