Shop for a tax preparer

Most of us spend more time reading the labels on the cans and boxes of groceries we buy than we do checking out the qualifications of a prospective tax preparer. It maybe because we don’t want to display our ignorance to another person. But if we were tax experts, we wouldn’t need tax preparers. There are some simple steps to take when hiring and reaching an agreement with someone to prepare your taxes.

First of all, make appointments with three or four to discuss your situation and their backgrounds. Find out if you’re comfortable with him or her. It’s your money you’re spending and there should be comfortable and open communication between the two of you.

Check the person’s credentials, specialized courses, range of expertise and experience, and length of time in business. Find out how busy he or she is — is business so slow that the tax preparer just can’t cover enough ground in the tax field or is business so brisk that there isn’t much room to squeeze you in.

Ask him or her about any professional affiliations and ongoing education. And, before you leave, ask how much your tax preparation will cost.

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