How to Vet a Tax Preparer Before Filing Season Starts: Credentials, Red Flags, and the Questions to Ask

FILING SEASON IS APPROACHING: EXPLORE TAX GUARDIAN’S IRS-FOCUSED PROTECTION TODAY. Quick Review Verify that a paid preparer has a current Preparer Tax Identification Number (PTIN). Check credentials and representation rights, and use the IRS directory as a screening tool. Avoid preparers who promise unusually large refunds, charge a percentage of the refund, refuse to sign […]