How to Find a Tax Accountant Who Actually Saves You Money This Year
Knowing how to find a tax accountant can make the difference between a smooth tax season and an expensive, stressful one. Whether you're an individual with a simple income tax return or a small business owner juggling complex tax needs, choosing the right tax preparer is key.
Too often people scramble at the last minute, hoping the person they hired knows what they're doing. This article breaks down what you need to know to find a qualified professional who can handle your tax situation confidently and help you maximize your tax savings.
What Kind of Tax Preparer Do You Need?
There are many tax professionals out there. But not all preparers are the same. The term “preparer” refers to anyone who helps you prepare your tax return for a fee, but their qualifications can vary significantly.
Here are a few common types of credentialed tax preparers:
Certified Public Accountants (CPAs)
A CPA is licensed by the state and has passed the Uniform Certified Public Accountant Examination.
Many CPAs specialize in tax matters and year-round tax planning.
If you're looking for someone to handle both your return and offer proactive advice, this is often a solid choice.
Enrolled Agents (EAs)
Enrolled agents are licensed by the IRS and can represent taxpayers before the IRS.
They’ve passed a comprehensive exam on tax law or have relevant experience working with the IRS.
EAs often focus exclusively on taxation and can be highly effective for more complex return preparation needs.
Annual Filing Season Program Preparers
Participating in this program means a preparer has completed IRS education requirements and is included in the IRS Directory.
They may not be able to represent you before the IRS for audits or appeals, unlike CPAs or enrolled agents.
How to Find a Tax Preparer With the Right Credentials
When looking for someone to prepare your tax return, it’s essential to use a preparer with credentials recognized by the IRS. These professionals typically understand the latest tax code changes and are less likely to make costly errors.
To find a qualified pro:
Ask for their Preparer Tax Identification Number (PTIN) - Anyone who prepares tax returns for compensation must have a PTIN. You can confirm this number through the IRS.
Search the IRS Directory of Federal Tax Return Preparers - Use this IRS-approved tool to find tax return preparers with credentials in your area.
Verify Their Ability to Sign Your Tax Return - A paid tax return preparer must sign your tax forms and include their PTIN. If they won’t, that’s a red flag.
Check for Membership in Professional Organizations - Many tax preparers belong to groups such as the AICPA, NAEA, or the NATP. This shows commitment to ongoing education and adherence to ethical standards.
Choosing a Tax Professional That Fits Your Specific Tax Needs
Understanding your tax situation is step one toward getting the right help. Are you self-employed? Own rental property? Just need deductions on your W-2 income?
Whether your needs are simple or advanced, the right return preparer should be able to handle:
Personal taxes or business tax
Income tax return filing
Filing season demands including Form 1040
Representation in case of a tax audit
Tax planning for future years
Schedule a consultation and ask questions like:
What types of tax returns do you specialize in?
Can you help with both state tax and federal filings?
Do you offer year-round support or just seasonal filing help?
What is your opinion on tools like TurboTax Free Edition?
Warning Signs: Avoid Improper Tax Preparation Practices
Unfortunately, not all tax preparation in the United States is created equal. Here are red flags to watch out for:
Promises of a bigger refund without reviewing your documents
Charging fees based on your tax refund amount
Failing to provide a copy of your tax return
Being reluctant to sign your tax return
Not listing their PTIN on your return
If you've been financially impacted by a tax return preparer's misconduct or improper tax preparation practices, you can file a formal complaint about a tax return preparer to the IRS.
Credentials and Select Qualifications Matter: Ask the Right Questions
The IRS encourages all taxpayers to ensure that their return preparer has professional credentialing. Prep work like coursework, exam passage, and maintaining a license are non-negotiables for someone you’re trusting with sensitive financial data.
When you're narrowing down options, confirm if they:
Are currently licensed (such as a licensed CPA)
Offer representation before the IRS
Currently hold professional credentials recognized by the IRS
Have a strong understanding of tax matters
Stay updated on tax code changes and tax years
How Tax Preparers in Your Area Can Help Beyond Filing
A qualified tax accountant offers more than just tax filing help. They can guide you on:
Deductions like the earned income tax credit or child tax credit
Long-term tax savings strategies
Business structuring for reduced taxation
Professional tax advice for entrepreneurs or those with multiple income streams
Looking for a trusted local pro? A reputable tax accountant in Denver can support individual tax and business tax needs with the experience to back it up.
What to Do If You Have a Complaint About a Tax Preparer
Mistakes happen, but deliberate misconduct should never be tolerated. You can report a preparer's misconduct or improper tax activity directly to the IRS. Pay attention to:
Unscrupulous tax schemes
Promises that sound too good to be true
Suspicious refund handling
Final Thoughts: Smart Steps to Get Your Taxes Done Right
When it comes time to prepare your tax return, don't leave your money on the table by choosing the wrong person. Whether you're filing taxes for the first time or have encountered previous tax issues, using a knowledgeable, credentialed return preparer can bring confidence and relief.
Here’s how you can get started today:
Use the IRS directory to search for tax preparers near you who currently hold professional credentials
Set up an initial consultation and ask thoughtful questions
Avoid last-minute rush filing by connecting with a preparer early in the filing season
Understanding of tax law and expert advice can lighten the load and increase your refund - or your peace of mind. So before tax season heats up, take the time to find a CPA, enrolled agent, or credentialed tax professional who will truly look out for your current tax and future financial well-being.
Ready to partner with someone who understands Denver’s local tax specifics and will actually save you money this year? You’re in smart company. Start your search today, and don’t forget to bookmark reliable resources like the official IRS page on tips for choosing a tax return preparer.
