Tips for Selecting Your Tax Preparer

Choosing a tax preparer is no easy task. You have to look at a few key attributes before committing to any one individual. We’re going to give you some tips for what you should look for when you are in the market for a new tax professional.

At Blandy's Wine Lodge, Funchal, Madeira

Teaching Credentials

A tax preparer should never treat you like a burden. If you have questions about your taxes, they should be willing to answer them without any problems. So many tax professionals lack this basic customer service skill. Why should you pay for that?

A Strong Reputation

Choose a tax preparer with a strong reputation in the industry. They should have been in operation for a number of years and have a solid portfolio of clients. Look online for reviews to see what people really think of them.

Expertise in Your Area

There are many forms of tax, and they are all equally complex. Look for a specialist in your area. They will be better able to help you and ensure that you pay the minimum amount of tax possible.


Of course, price is an essential quality to take into account. Shop around for the best deal, but don’t become obsessed with it. Quality is far more important than affordability.


Choosing a tax preparer requires substantial research on your part. Go out of your way to find the best tax preparer by sitting down and short listing a number of candidates. Speak to them over the phone or in-person prior to coming to a final decision on the matter.

Image credit: Alexander Baxevanis

About Shoreline CPA

Speak Your Mind

Tell us what you're thinking...
and oh, if you want a pic to show with your comment, go get a gravatar!

  • Huddleston Tax CPAs / Huddleston Tax CPAs – Shoreline, WA
    Certified Public Accountants Focused on Small Business
    18208 66th Avenue NE, Suite 102 Kenmore, WA 98028

    Huddleston Tax CPAs & accountants provide tax preparation, tax planning, business coaching,
    QuickBooks consulting, bookkeeping, payroll, offer in compromise debt relief, and business valuation services for small business.

    We serve: Federal Way, Des Moines, Kent, Auburn, and communities throughout WA and beyond. Call to meet John C. Huddleston, J.D., LL.M., CPA, Lance Hulbert, CPA, Grace Lee-Choi, CPA, Jennifer Zhou, CPA, or Jessica Chisholm, CPA. Member WSCPA.