How to Choose a Tax Preparer
The steps that actually matter when picking someone to prepare your return — credentials, PTIN, fees, and red flags.
What to expect
A qualified preparer will ask for your documents, sign the return, include their PTIN, and never base their fee on the size of your refund. Registered preparers are known to the state tax authority and subject to conduct rules.
What the evidence says
The IRS requires anyone who prepares a federal return for compensation to have a valid PTIN and to sign the returns they prepare. Many states, including New York, additionally require preparers to register with the state tax authority.
Educational summary, not tax or legal advice. Rules change — confirm details with the IRS or a qualified professional.
Red flags to watch for
Walk away from anyone who refuses to sign your return, asks you to sign a blank form, promises a specific refund before seeing your documents, or wants their fee paid as a percentage of your refund.