What should I look for in a tax preparer?
From my standpoint, and the issue from my own practice, most of my clients come from word of mouth. I suggest if you're looking for a tax preparer that the best thing for you to do would be to talk to some of your friends or relatives who are using a tax professional and ask them if they would recommend you. If they're happy with the person and they're satisfied they're more than willing to recommend you to that individual. Most of my clients came from word of mouth, from recommendations. When you finally do get to that individual, just because they're CPAs or say they're tax professionals still might not be sufficient. You want to set up an appointment, meet with them, see how things go. A lot of working with a CPA is going to be a personality situation. I could be the best CPA in town but if our personalities clash, it isn't going to happen. And I understand that. You should understand that also. You've got to be comfortable with the tax professional because basically you're laying your whole financial life out in front of this individual. If you're uncomfortable with that person, or you get a strange feeling, best you pack up your stuff, go out the door, and go down the hall to the next guy.
