Getting Started
Questions to Ask Before You Hire
A short list of questions that separates a reliable preparer from a risky one.
What to expect
Ask about their PTIN, how they set their fee, whether they will represent you if the IRS has questions, and how they handle your records. Clear, direct answers are a good sign.
What the evidence says
The IRS advises taxpayers to check a preparer's history, ask about service fees up front, and confirm the preparer will sign the return and provide their PTIN.
Educational summary, not tax or legal advice. Rules change — confirm details with the IRS or a qualified professional.
Red flags to watch for
Vague answers about fees, reluctance to sign, or pressure to claim credits you don't qualify for are reasons to keep looking.