Questions to Ask a Tax Preparer

 When interviewing a prospective tax preparer, ask these questions:
  • Do you have an IRS issued Preparer Tax Identification Number (PTIN)?
  • Do you offer a free initial consultation?
  • How do you keep up with the latest tax law?
  • Do you regularly take continuing education courses?
  • Are you a member of any professional tax or accounting organizations?
  • What are your professional credentials?
  • Do you abide by a code of ethics?
  • How do you determine your fee to prepare my return(s)? Is it a fixed fee or an hourly rate? Is it based on a % of my refund?
  • Who will prepare my return? Will it be you or someone else in your office?
  • If you have employees who will work on my return, do they hold any credentials and do they take continuing education courses?
  • When do you require payment?
  • When can I expect to receive my completed tax returns back from you?
  • How long have you been in business?
  • Are you bonded or insured?
  • Do you outsource any tax preparation services?
  • What happens if I get audited?
  • Will you store my tax information? How will it be stored and for how long?
  • Can I contact you after tax season if needed regarding my return?