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Find a tax preparer near you

A tax preparer completes and files income tax returns for people and businesses. People hire one when their taxes get complicated: self-employment, rental property, a new business, a sale of investments or a letter from the tax agency. A good preparer signs your return, explains it, and keeps your information secure.

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What do tax preparers do?

How do you choose a good tax preparer?

All paid federal preparers need an IRS PTIN; some states add their own registration, and CPAs and attorneys are licensed by the state.

Questions to ask before you hire

  1. What is your PTIN, and what credentials do you hold?
  2. How do you set your fees?
  3. Will you sign my return as the preparer?
  4. Will you be available if I am audited or get a notice?
  5. How do you protect my personal data?
  6. Do you file electronically?
  7. Have you done returns like mine?

Red flags to watch for

What changes the price?

Questions people ask

What is the difference between a CPA and an enrolled agent?

Both can represent you before the IRS. CPAs are licensed by states and often do accounting and audits too. Enrolled agents are licensed by the IRS and focus on tax.

What should I bring to my tax preparer?

Bring ID, last year's return, income forms like W-2s and 1099s, records of deductions and expenses, and bank details for direct deposit.

Am I responsible for errors my preparer makes?

Yes. You are legally responsible for what is on your return. Review it before signing and ask about anything you do not understand.