Use the BBB directory to search for any disciplinary actions and the license status for each tax return preparer.
Check the preparer’s qualifications to ensure they will satisfy your unique tax filing needs.
Ask about service fees before you agree to file.
E-file: make sure the tax professional you choose offers e-filing.
Offer records and receipts. A good tax preparer will ask questions to ensure they maximize your tax return.
Check credentials. Make sure they provide their Preparer Tax Identification Number (PTIN).

When you are short on time.
When you feel overwhelmed by the idea of tax filing on your own.
When you have a complicated tax situation.
When you don't feel confident that you understand the tax implications of your financial activities.

Those who are self-employed or business owners. If you are a freelancer, have a side hustle or your own business, a tax preparer can best help you file your taxes.
Those who bought or sold a home within the most recent tax year. You may qualify for certain tax deductions. Use a tax professional to ensure filing or e-filing runs smoothly.
Those who are preparing to sell a large amount of stocks or assets. There are separate capital transaction forms that need to be filled out in these situations. Tax preparation companies are best suited to file your tax return.
Those who financially support someone else. If you claim any dependents, a tax preparation company will help you maximize your tax return.

Tax attorney: these tax professionals have a law degree. They work with the most complex tax situations.
Enrolled agents: they handle mostly business-related tax preparations.

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