Drake Software blog for tax pros, covering tax, IRS news, and more

IRS Issues 10 Tips for Choosing a Tax Preparer

IRS Issues 10 Tips for Choosing a Tax Preparer

Filing season began a little more than a week ago, and while some taxpayers have already filed their 2015 returns, many others are still gathering receipts and shopping around for a tax professional. To help the latter group, the IRS suggested ten things to do when choosing a tax preparer.

Here's the checklist:

  1. Check the Preparer’s Qualifications.
  2. Check the Preparer’s History.
  3. Ask about Service Fees.
  4. Ask to E-file Your Return.
  5. Make Sure the Preparer is Available.
  6. Provide Records and Receipts.
  7. Never Sign a Blank Return.
  8. Review Your Return Before Signing.
  9. Ensure the Preparer Signs and Includes Their PTIN.
  10. Report Abusive Tax Preparers to the IRS.

Source: Internal Revenue Service

admin taxing_subjects