How do you go about finding a great tax professional? This can be a daunting task but here are some tips.

  • Check the tax professional's qualifications - The IRS has a Directory Of Federal Tax Return Preparers With Credentials And Select Qualifications on the IRS.gov website. This directory includes Attorneys, CPAs, Enrolled Agents and Annual Filing Season Program participants.
  • Use the "Choose Your Tax Preparer Wisely" guide - This guide can also be found on the IRS.gov website. Look for IRS Tax Tip 2016-06, published on January 26, 2016. The ten tips listed in this guide are a good place to start.
  • Ask the tax professional if they follow Circular 230 - Circular 230 (Regulations Governing Practice Before The IRS) covers the ethical guidelines that tax return preparers must follow. If a preparer is not aware of the Circular 230 guidelines, then they may not understand the rules governing authority to practice, diligence as to accuracy, best practices, the setting of fees, the handling of confidential information, conflicting interests, etc.
  • Ask your friends and colleagues for a recommendation - Many times, friends and colleagues use tax professionals. Ask for a recommendation.
  • Set up an introductory meeting with a prospective tax professional - Most tax professionals are more than happy to schedule an introductory meeting free of charge in order to answer any questions or concerns that you might have. You will generally know during your initial meeting whether you can trust this person with your most confidential information.

Remember that you are responsible for the information on your tax return no matter who prepares the return. However, a great tax professional will guide you through the process and be there for you if you hear from the IRS or your state taxing authority.