How to Find the Right Tax Accountant: IRS Tips and Advice

Are you looking for a qualified tax accountant to help you with your IRS filings? Finding the right one for you may not be easy, but don’t worry; we’re here to help! In this blog, we will share some major tips on how to find the best tax accountant for your needs. We’ll also provide advice on what to look for when choosing an accountant. So whether you’re just starting and need someone to help with your first return, or you’ve been using the same accountant for years and are looking for a change, read on for helpful tips and advice!

1. Do your research – ask friends and family for referrals, or search online for reviews

When looking for a tax accountant, it’s important to do your research. Ask friends and family for referrals, or search online for reviews. This may help you narrow down your options and find an accountant that fits you well.

If you have specific needs, like dealing with the IRS or filing a small business return, mention that when searching for an accountant. This will help you find someone experienced and qualified to handle your taxes.

2. Interview at least three accountants to find the best fit for your needs

Once you’ve narrowed down your options, take the time to interview several tax accountants. Ask about their experience, qualifications, and fees. Also, be sure to ask about anything important to you, such as payment options or language fluency.

The interviewer process is important, as it will help you find the accountant that’s the best fit for your needs. Make sure to ask plenty of questions and get to know each accountant before making your final decision.

3. Make sure the accountant is qualified and licensed to prepare taxes in your state

When looking for a tax accountant, one of the most important things to consider is whether or not they are qualified and licensed to prepare taxes in your state. You can usually find this information on the accountant’s website or by contacting their office.

If you’re looking for an accountant outside of your state, check if they are qualified and licensed to prepare taxes in the state where you live. This is important as each state has its own tax laws.

Remember that just because someone is a licensed CPA doesn’t mean they handle tax resolution. A CPA is a broad certification like a general practitioner. On the other hand, an Enrolled Agent specializes in tax resolution, so make sure you ask your prospective tax professional if they are an EA.

4. Ask about rates and fees, as well as what services they will include in the price

I’m sure you have heard of the saying you get what you pay for. Well, that couldn’t be any less true regarding your taxes.  

A qualified tax accountant can save you money by taking advantage of deductions and credits that you may not be aware of. They will also be able to file your taxes electronically, saving you time and hassle.

When comparing rates and fees, ask what services they will include in the price. This will help you ensure you’re getting what you need and not paying for services you don’t benefit from.

Enrolled Agents, like the ones at DH Financial, are licensed by the US Department of Treasury to represent taxpayers before all administrative levels of the IRS. This means we can help with anything from filing a return to negotiating a payment plan.

We understand that everyone’s tax situation is unique, and we’re here to help you figure out the best way to file your return. You can contact us now to book a consultation or visit our website to learn more about our services. https://calendly.com/dhfinancial/complimentary-consultation

5. Get a written estimate before signing any contracts

When you’ve found an accountant you’re comfortable with, get a written estimate of their fees before signing any contracts. This will help you prevent any surprises down the road and also allow you to compare rates and services.

Once you have a written estimate, take some time to review it carefully. Make sure you understand everything included in the price and that you’re comfortable with the fees. If you have any questions, ask them before signing anything.

6. Stay organized and provide all necessary documents to the accountant on time

Once you’ve found an accountant and signed a contract, it’s important to stay organized and provide all necessary documents to the accountant on time. This will help ensure that your taxes are filed correctly and on time.

If you’re unsure of what documents to prepare, be sure to ask your accountant. They can tell you what they need and when they need it.

Keeping your own records of your income and expenses is also a good idea. This will be helpful if ever you need to file an amended return, or the IRS audits you.

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Take Action

So there you have it! These are just several tips that can help you find the right tax accountant. Be sure to research and ask plenty of questions before making a decision. And, most importantly, don’t wait until the last minute! The sooner you get started, the better.

It can be challenging to find an accountant that fits you. But by following these tips and advice from the IRS, you should be able to find someone who can help you file your taxes accurately and on time. If you find it hard to know where to start or need more assistance, don’t hesitate to book an appointment today; our tax experts will be there to help you.

https://calendly.com/dhfinancial/complimentary-consultation
We would be happy to help you get started on the right path and make filing your taxes less stressful.

References

https://peacetogether.co.uk/blog/the-big-questions-to-ask-your-accountant/

https://borshoffconsulting.com/unexpected-tax-debt-everything-you-need-to-know/

https://ahcaccounting.com/accounting-challenges-that-startups-face-and-how-to-avoid-them/

https://www.doa.la.gov/media/xsiny5bc/69.pdf