When using a tax return preparer, taxpayers should look for someone LOCAL. And, according to our friends at the IRS, these other considerations are tops.
Availability and creds: Look for a preparer who's available year-round in case questions come up after filing season is over. Understand the preparer's credentials and qualifications and review their history for complaints or disciplinary actions.
Consistent service fees: Ask about the preparer’s service fees. Taxpayers should avoid tax return preparers who base their fees on a percentage of the refund or who offer to deposit all or part of the refund into their own financial accounts.
IRS e-file and docs: Ensure the preparer offers IRS e-file. The IRS issues most refunds in fewer than 21 days for taxpayers who file electronically and choose direct deposit. Good preparers ask to see records and receipts when filing a return.
Complete returns and review: Never sign a blank or incomplete return. Taxpayers are responsible for filing a complete and correct tax return. Review their tax return before signing it and ask questions if something is not clear or appears inaccurate.
Accurate account information: Make sure any refund will go directly to the taxpayer's bank account – not into the preparer's bank account. Review the routing and bank account number on the completed return and make sure it's accurate.