Tax Guide

What are the marks of a good tax preparer?

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Anyone can technically prepare a tax return for pay with a PTIN — the bar to enter the industry is low, which makes it hard to tell a good preparer from a risky one. A few things reliably separate the two.

Credentials that mean something

Look for a CPA, Enrolled Agent (EA), or tax attorney. Each of these credentials requires real testing, ongoing education, and carries the authority to represent you before the IRS if a return is ever questioned. A PTIN alone doesn't guarantee any of that.

They sign the return

Paid preparers are required to sign returns they prepare and include their PTIN. A preparer who won't put their name on your return — or who has you e-file it as "self-prepared" — is a serious red flag.

They're available after April

Taxes don't end in April — audits, notices, and amended returns happen year-round. A preparer who disappears after tax season isn't going to be there if the IRS sends you a letter in August.

Fees tied to the work, not the refund

Legitimate preparers charge based on the complexity of your return, not as a percentage of your refund. Anyone promising an unusually large refund before even looking at your documents is optimizing for your next visit, not your accuracy.

They ask questions

A good preparer asks about your situation — income sources, life changes, records for deductions you're claiming — instead of just plugging numbers into software. If nobody asks you anything, nobody's actually reviewing your situation.

The bottom line

Credentials, a signature on the return, year-round availability, transparent fees, and real questions about your situation. If a preparer is missing more than one of these, it's worth looking elsewhere.

Ready to work with someone who checks every box?