How to Choose a Qualified Accountant to File Your Tax Return: Tips from the IRS

Selecting a tax professional plays an important role in preparing an accurate and properly prepared tax return. US Internal Revenue Service (IRS) provides guidance and resources to help taxpayers make informed choices and avoid being scammed.

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Types of Tax Professionals

There are three types of licensed tax professionals and hundreds of those who are untrained, unlicensed, and just trying to rip you off.

1. Enrolled Agents: professionals who have passed the IRS qualification exams. They are qualified to represent taxpayers before the agency. A list of these professionals can be found at site of the Tax Service.

2. Certified Public Accountants (CPA): licensed professionals who provide tax, financial, and accounting services. A list of these professionals is available on the American Institute of Certified Public Accountants website — AICPA.

3. Attorneys: lawyers who specialize in tax matters and are qualified to represent clients before a court or the IRS. Information about them is available through the American Bar Association — ABA.

On the subject: Tax rates for 2024: what you need to know when filing a tax return

How to choose a tax specialist and check his qualifications

Qualification check: make sure the professional is validly licensed or registered with the IRS. To do this, use This resource is from the IRS..

Experience and specialization: Choose a specialist whose experience matches your specific needs, such as international taxation or business issues.

Reputation: Check the professional's reputation through professional associations and licensing authorities in the state in which he or she practices.

Cost transparency: Discuss the cost of services in advance to avoid unexpected expenses.

Availability after filing the declaration: Make sure the specialist will be available even after the tax season ends.

Cautions:

• Never sign a blank tax form.
• Beware of professionals who promise large refunds without analyzing your situation.
• Make sure your tax refund is transferred to your personal account only and not to the professional account.

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Complaint against the actions of a tax specialist

If a professional has acted unethically or provided poor quality services, file a complaint through IRS form.

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