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Before you choose an income tax preparer, you should decide what type of services you need and how much you can afford to pay.
- Do you want to save time, money, or both?
- Is it important that you have the same person prepare your taxes next year?
- Are you looking for someone to just compute your tax return?
- Or, do you need someone to act as a financial advisor year round?
As a general rule, the more complex your tax situation is, the more you will require the advice of someone with specialized experience. For recognized professionals, such as accredited tax advisors, accredited tax preparers, certified public accountants or CPAs, and tax lawyers, you may assume a level of special training and experience, although you should inquire about their primary area of practice. For other tax preparers you will have to determine the level of their expertise.