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3 Tips For Picking The Right Tax Professional For You







There’s no way around it: everyone’s got to pay taxes, one way or another. Because of this, it can be very helpful to have a tax professional on your side who can help ensure you’re paying just the right amount of taxes. So whether you’re an individual who is needing a little personal assistance on this front or you have a business that’s got its own complicated taxes to handle, here are three tips for picking the right tax professional to trust with your all-important financial and tax information.

Matching Their Experience To Your Needs

The term “tax professional” covers a lot of different careers that involve working with taxes. So to ensure that you’re finding the right person for you and your situation, you want to be sure that you’re pairing your needs with the tax experience of your chosen tax professional. According to Michael Estrin, a contributor to Bankrate.com, this means you might have to meet personally with a few of your prospective tax professionals to see what their area of expertise is. While you may need to pay a consultation fee in order to meet with a few tax professionals, the information you can gain from these experience could make it well worth it if you’re able to find someone who matches well with what you’re wanting and needing.

Check For Their Credentials

To boost your confidence that you’re choosing to work with a tax professional who knows what he or she is doing, you should try to find someone who has some additional credentials attached to them. According to Tina Orem, a contributor to Nerdwallet.com, you should try to work with someone who has a CPA, a law license, or is an enrolled agent of some kind. Because it requires more on the part of the tax professional to get these credentials or designations, you can be more certain that you’ll be working with someone who has a vast wealth of knowledge when it comes to taxes.

Know The Red Flags To Look Out For

It can sometimes be just as helpful to know the negative things to look out for as much as the positive things you want to see in a prospective tax professional. One of the biggest red flags you should try to avoid when looking for a tax professional to work with, according to Liz Davidson, a contributor to Forbes.com, is if they have any disciplinary actions taken against them from your state’s Bar. You can search on your state’s Bar website to see if this is the case for anyone you’re considering working with.

If you need the help of a tax professional, consider using the tips mentioned above to help you find the right one for your needs.