5 Ways To Find A Perfect CPA Tax Preparation Expert
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5 Ways to Find A Perfect CPA Tax Preparation Expert

Hiring a CPA tax preparation expert is always good and beneficial. Without second thoughts, they are the only people that can help you in filing taxes and determining your returns. If you are planning to hire one this year, then you can probably save hundreds and thousands of dollars by hiring the right one. It’s always viable to hire a CPA tax preparation expert instead of an average tax preparer because of the exposure and experience the former possesses.

If you are unwilling to get into trouble with the IRS and yet want the best CPA tax preparation expert for your business, here are some quick and easy ways of doing so:

1. Perform a Background Check

If the latest buzz is to be believed, Forbes recently quoted that there were some CPAs that schemed against a few clients by modifying their tax returns without the knowledge of the client. In simpler words, they did so illegally in order to earn some extra bucks. If you wish to stay away from these kinds of criminals and don’t want to put your business’s finance at stake, then make sure you perform a thorough and rigorous background check of the CPA tax preparation expert. This will keep you mentally relaxed and stress-free of the fact that you are working with a genuine, honest and professional tax preparer.

2. Verify their Credentials

Just to make sure you are dealing with a credible CPA tax preparation expert, make sure you ask for his/her Preparer Tax Identification Number (PTIN). This number is assigned by the government and it is an official requirement for a practicing tax preparer to have. Furthermore, try to learn about the professional accounting firms the CPA tax preparer belongs to, how long he has been in this business and what’s his educational backdrop. Ask for references and make sure you call them up to get general reviews about their past performances.

3. Determine how compatible they are

Apart from hiring a professional, competent and quality CPA tax preparation expert, also find out if the particular option is a good fit for your company and is someone your staff would be comfortable working with. Try to find out about his style of working, his beliefs and concepts and his say on a multitude of tax scenarios. You can also present him your own tax situation, of course in a hypothetical manner, to determine how he would deal with it.

4. Find out If they have a Conservative or Aggressive Approach

There are tax preparers that possibly want to write off everything on paper, and there are some that are more cautious and moderate in their approach. Primarily, you must find out about your own approach and then find someone that matches your wavelength and agrees to your way of doing. For instance, there are CPA tax preparers that would ask you to identify red flags than could possibly trigger audits, and then there are some that would think taking a deduction could possibly challenge IRS.

5. Learn About Their Billing Procedure

There are CPA tax preparers that charge on an hourly basis and some have a flat fee. However, if you are interested in a more hands-on approach for your bookkeeping needs, then hourly basis would suit you just right. Furthermore, whatever the billing procedure is, always make it a point to learn about his probable fee before signing the dotted line. The best thing to do is provide them with a copy of your previous tax returns so that both parties can decide better about what should be ideally charged.

Are you in search of a CPA? AuditProposal will connect you to highly experienced and professional tax accountants and advisors at your service.


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