Every year, the IRS puts together a list of “Dirty Dozen” tax scams. These scams cover a wide range of fraudulent activities, but a lot of them involve sketchy tax preparers. These preparers might promise you huge refunds, claim fake deductions and credits, or even advise you to dodge your taxes altogether.
The problem is, almost anyone can become a paid tax preparer. In many states, there are hardly any requirements for certification, training, or proving they know what they’re doing. So, if you’re searching for a tax return accountant near you, make sure to do your homework and choose someone reputable.
Looking for someone trustworthy to handle your taxes? Let us guide you through a simple three-step process to find a qualified CPA or tax return accountant near me.
Step 1: Gather a list of potential Tax Return Accountant
To start your search, reach out to people you know and trust, like friends, family, and co-workers, and ask if they can recommend a tax accountant. But remember, don’t settle for the first suggestion you receive. Compile a list of three or four potential accountants. Here’s how:
- Ask around for referrals from people in your circle. Tax accountants often specialize in specific areas, like working with small businesses or individuals with high incomes. So, it’s essential to find someone who meets your specific needs.
- Search the directory. Every tax preparer must have a Preparer Tax Identification Number UTR, which you can get online for free. However, having a UTR doesn’t guarantee expertise. There is a list of qualified tax professionals, like CPAs, enrolled agents (E.As), and attorneys, with current credentials. They also include those who completed the Annual Filing Season Program, a set of educational courses on tax law and ethics. You can search this directory by ZIP code to find a reputable tax return accountant near me.
- Check with your state or national associations. Many state boards of accountancy and local C.P.A. societies have online directories of their members. They can also give you a list of tax professionals in your area if you ask. Keep in mind that not all C.P.A.s handle tax preparation, so you might need to do some digging online or make a few calls to find the right fit for your needs.
Enrolled Agents (E.A.s) are tax professionals licensed by the federal government to provide tax advice, represent clients, and prepare tax returns. The National Association of Enrolled Agents (N.A.E.A.) has a directory where you can find E.A.s based on location, specialties, language, experience, and more. This can help you find the right tax return accountant near me.
Step 2: Narrow Down Your Options
Once you’ve got a list of potential tax preparers in your area, it’s time to figure out who’s the right fit for you. Here’s how:
- Verify Their Credentials: If you found the tax preparer through reputable sources like the IRS, your state’s board of accountancy, or professional associations like the NAEA, chances are their credentials are legit. But if you got their name through a referral, it’s wise to double-check their certifications. Many states offer online verification tools for C.P.A.s, and you can verify an E.A.’s status at EATax.org.
- Read Online Reviews: Take a look at the tax preparer’s website and social media profiles to get a sense of their online presence. Check out reviews on platforms like Yelp, Google, Angie’s List, and Facebook. While a negative review here and there is normal, watch out for consistent complaints or unprofessional behavior. A quick Google search of their name can also provide valuable insights.
- Schedule a Meeting: Now that you’ve narrowed down your list, reach out to schedule a face-to-face meeting with each candidate. Don’t wait until tax season is in full swing – appointments can fill up fast. Even if you don’t have all your documents ready, it’s best to meet early to ensure you find someone who’s available and fits your needs.
Step 3: Interview a Prospective Tax Return Accountant
When meeting with a potential accountant, bring along your most recent tax return. It’s a helpful starting point for them to understand your situation and estimate costs.
Be ready to discuss any significant life changes from the past year, like marriage, investments, or starting a business.
Here are some key questions to ask during your meeting with a tax return accountant near me:
- Experience: How long have you been preparing taxes? For straightforward returns, a few years of experience may suffice. But for complex situations or past IRS issues, you might prefer someone with more experience.
- Specialties: Do you have any specific specialties? If you have unique needs like owning a small business or foreign investments, finding a specialist can be beneficial.
- Billing: How do you charge for your services? While they may not give an exact price, an estimate is essential. Whether it’s a flat fee or hourly rate, clarity on costs is crucial.
- Availability: Are you available year-round for questions? Some preparers disappear after tax season, leaving you stranded if issues arise later on.
- Preparation: Who will handle my return? In larger firms, the person you meet might not be the one preparing your return. Knowing who’s doing the work is essential for transparency.
Taking the time to ask these questions ensures you find an accountant who’s the right fit for your needs.
Bonus Step: Look Outside Where You Live
While finding a tax professional near you is convenient, it’s worth considering options beyond your immediate vicinity. Here are some keywords to help you expand your search:
- Accountants in London: The capital city boasts numerous accounting firms with diverse specialties and expertise.
- Certified Accountants: Look for professionals with relevant certifications and qualifications to ensure high-quality service.
- Accountants Preston: Explore options in Preston, a city known for its vibrant business community.
- Accountants in Romford: Romford offers a range of accounting services to support businesses and individuals in the area.
- Accounting Firms in Liverpool Street: Consider firms located in Liverpool Street, a bustling financial district in London.
- Accountants Middlesbrough: Explore accounting professionals serving Middlesbrough and the surrounding areas.
- Accountants Canary Wharf: Canary Wharf is home to many financial institutions and accounting firms, offering a wealth of expertise.
- Accountants in Ilford: Ilford provides access to accounting services tailored to the needs of local businesses and residents.
- Practical Accounting Training: Seek out training programs that offer hands-on experience and practical skills development.
- Accounting Firms for Small Business: Look for firms specializing in supporting small businesses with their accounting needs.
- Top Accounting Firms in London: Consider reputable accounting firms in London known for their expertise and track record of success.
Expanding your search beyond your local area allows you to access a wider pool of accounting professionals and find the right fit for your needs.
Bottomline
Whether you choose someone local or explore options in nearby cities or financial hubs like London, the goal is to find a professional who understands your unique financial situation and can provide personalized advice and support year-round. By taking the time to find the right tax return accountant near me, you can gain peace of mind knowing that your taxes are in capable hands and set yourself up for financial success in the future.