How to Find the Best Tax Preparer

How to Find the Best Tax Preparer?

Tax season can be stressful, especially if you’re unsure where to start or who to trust with your financial information. That’s where hiring a tax preparer comes in. A professional tax preparer not only helps you file accurately and on time but can also uncover deductions and credits you might have missed.

Here at Rae’s Accounting, led by Robin Rae Huntley, an Enrolled Agent (EA) with years of expertise, we’re committed to helping you make an informed decision so you can find the right tax preparer for your needs. Here’s how to get started:

1. Know Your Tax Needs

Before you begin your search, take a moment to assess your specific tax situation. Are you self-employed or a small business owner? Do you have complex investments or rental properties? Knowing the complexity of your taxes will help you determine the level of expertise you need. Enrolled Agents (EAs), Certified Public Accountants (CPAs), and tax attorneys are ideal for more complicated tax situations, while experienced preparers may suffice for simpler returns.

2. Look for Credentials

Not all tax preparers are created equal. Look for a professional who has the right credentials, such as:

• Enrolled Agents (EAs): Federally licensed tax professionals with expertise in tax matters and the ability to represent you before the IRS.

• Certified Public Accountants (CPAs): Experts in accounting and tax preparation with a state-issued license.

• Tax Attorneys: Specialists in legal tax matters, audits, and disputes.

• Find their credentials on the IRS https://irs.treasury.gov/rpo/rpo.jsf 

Robin Rae Huntley, EA, brings unparalleled expertise and a commitment to excellence, ensuring your taxes are prepared with precision and care.

3. Verify Their Background

Before entrusting your tax information, take the time to verify your preparer’s credentials and history. Check for:

• Reviews and testimonials from past clients.

• Membership in professional organizations like the Florida Society of Enrolled Agents (FSEA) fseaonline.org.

At Rae’s Accounting, Robin’s dedication to transparency and a proven track record for accuracy ensures your peace of mind.

4. Ask the Right Questions

When interviewing potential tax preparers, be prepared with questions like:

• How many years of experience do you have?

• Do you specialize in individual or business tax returns?

• How do you stay updated on tax laws?

• What is your process for handling audits or IRS inquiries?

A reputable tax preparer will welcome your questions and provide clear, confident answers. Robin’s extensive experience and commitment to staying current with tax law changes make her a trusted resource for clients.

5. Avoid Common Red Flags

Unfortunately, not all tax preparers have your best interests at heart. Watch out for:

• Promises of overly large refunds without reviewing your financial details.

• Fees based on the size of your refund.

• Refusal to sign your tax return as the preparer.

• Lack of a Preparer Tax Identification Number (PTIN), which is required by the IRS.

At Rae’s Accounting, Robin Rae Huntley adheres to the highest ethical standards, ensuring your best interests are always a priority.

6. Understand Your Responsibility

Even when you hire a professional, you are ultimately responsible for the accuracy of your tax return. Make sure you:

• Review the return before it’s filed.

• Keep copies of all submitted documents.

• Ask questions if something doesn’t make sense.

7. Choose a Local Trusted Professional

Working with a local tax preparer like Robin Rae Huntley at Rae’s Accounting offers several advantages. You’ll have a direct point of contact, personalized service, and someone who understands the specific tax laws and requirements in your area.

Final Thoughts

Finding the right tax preparer doesn’t have to be daunting. By doing your research and choosing a qualified professional, you can save time, reduce stress, and ensure your taxes are handled with care and accuracy. Robin Rae Huntley, EA, is here to make tax season smoother for you. Contact us today to schedule a consultation and discover why we’re the trusted choice for tax preparation in our community.