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Retirement Tax Specialist: Finding the Perfect One for You

February 16, 2024

Retirement Tax Specialist: Finding the Perfect One for You


When it comes to tax return preparers, there are several options to choose from. Such as certified public accountants, enrolled agents, attorneys, and others who may not have a professional credential. It is important to find a preparer who is skilled in tax preparation and can accurately file your income tax return. After all, you are entrusting them with your most personal information, including details about your marriage, income, children, and social security numbers.


While most tax return preparers offer outstanding and professional service, there are some cases where taxpayers suffer financially due to choosing the wrong preparer. To avoid this, make sure to follow our tips for selecting a tax preparer and learn how to identify and avoid unethical "ghost" return preparers.


So, what kind of tax preparer do you need?

Well, anybody can be paid as a tax preparer as long as they possess an IRS PTIN or Preparer Tax Identification Number. However, one must note that tax preparers have different levels of skills, education, and expertise. To make an informed decision, it's crucial to research their credentials and qualifications. You can start by watching "Choose a Tax Preparer Wisely" and obtaining information about the Volunteer Income Tax Assistance (VITA) program.


To verify a tax preparer's credentials, our Directory of Federal Tax Return Preparers with Credentials and Select Qualifications can assist you in finding professionals in your area who possess recognized professional credentials by the IRS or who have completed the Annual Filing Season Program. Additionally, you can also check the professional organizations that many tax preparers are affiliated with.


What should you do if you have a complaint about a tax preparer?

Remember that tax return preparer fraud is a common tax scam. Rest assured, the IRS is dedicated to investigating and taking action against unscrupulous tax preparers. If you have experienced financial harm due to a preparer's misconduct or improper tax preparation practices, it is important to file a complaint. The IRS is committed to addressing such issues and ensuring that taxpayers are protected.

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Gloria Jean Cosentino, RF
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