How to Choose a Tax Preparation Expert

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The IRS doesn’t take the filing of your taxes lightly, and neither should you. Many people want to make sure that their taxes are filled out correctly so they hire a tax preparation expert. Not only will they help you fill out your taxes correctly, but tax preparation experts may even help you save money by finding deductions you didn’t even know existed. Before you choose someone to fill out your taxes, here are some things to consider.
First, does the tax preparation expert have credentials? Many tax organizations require that their members uphold a code of ethics and invest in continuing education. By law, any tax preparer, including lawyers and CPAs, have to apply for a Preparer Tax Identification Number from the IRS. Ask your tax preparer to show proof of this number before you hire him or her because it proves their legitimacy with the government. By requesting their credentials you can make sure that you’re hiring someone that is honest and knowledgeable.
Second, the IRS counsels tax payers to always check with the tax preparation company about fees. You should always stay away from companies that request a certain percentage of your tax return or promise they can make you more money than any another company.
Third, another good piece of advice for choosing a tax preparation expert is to find someone that will be accessible to your after tax season ends. You should be able to get a hold of them throughout the year should you or the IRS have questions about your taxes.
Finally, you should never sign a blank return. It is a red flag when a tax preparation expert asks you to sign a form without you knowing what that form will contain.
Finding good tax preparation experts can give you peace of mind during tax season. They can help you fill out your taxes correctly and maybe even save you some cash along the way.

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As seen in Forbes Magazine, Karla Dennis is an expert tax and business strategist. As an enrolled agent, Karla is licensed to represent taxpayers in all 50 states. She holds a Masters in Taxation and Business Development and is the author of two books, Tax Storm and Against the Odds.


Karla, CEO of consultancy firm Karla Dennis And Associates, Inc.™, has saved her clients thousands of dollars and has been featured in various media outlets such as Forbes, MSNBC, KTLA, Yahoo! Finance, and SmartMoney, marking her as the ultimate tax expert.


As of 2014, Karla became the new host on the “Mind Your Business” radio show, KTLK AM 1150, sharing her financial and business knowledge with the greater Orange County and Los Angeles areas. As a supporter of women’s rights and issues, Karla is part of the Women Network, an organization built to educate and mentor women. In addition, Karla is the radio host for Women Network Radio, a show that aims to uplift and empower women of all walks of life.

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