As the end of the year approaches, it’s an ideal time to review your financials and consider if your current tax preparer is the right fit. Tax laws change, income changes, businesses grow, and your financial needs evolve, making it essential to have a tax professional who understands and aligns with your specific needs. Starting your search now to find a new tax preparer can help you avoid the rush of tax season and ensure you’re fully prepared for the upcoming year.
If you’re looking to find a new tax preparer, here are some critical tips to guide your search:
1. Look for Specialization and Experience
Taxes can be complex, especially if you’re dealing with unique situations like small business ownership, real estate investments, or international income. Finding a tax preparer with the right specialization ensures they’re knowledgeable about the nuances that apply to your situation. Review their qualifications, and ask about specific experience with clients like you.
Tip: Ask potential tax preparers if they have experience with recent tax changes that could impact your filings.
2. Request References and Client Testimonials
Past client reviews and testimonials can offer valuable insight into a tax preparer’s reliability, communication style, and thoroughness. A good tax preparer will be transparent and willing to share references. Whether you are looking for a new tax preparer for your small business or personal filings, seeing how they’ve helped others can guide you in making the right choice.
Tip: Look for preparers with positive feedback about accuracy and timeliness—these traits are crucial, especially during tax season.
3. Assess Their Communication Style and Availability
Effective communication with your tax preparer is essential. Inquire about how often and through which methods (phone, email, online portal) they communicate with clients. This can also indicate how available they’ll be for questions and concerns throughout the year, not just during tax season.
Keep in mind that larger firms may have team members handling different tasks, while smaller firms or independent preparers may offer more personalized service. Consider which communication style aligns best with your needs.
4. Compare Fees and Services Offered
Pricing is always a factor, but it’s important to understand what you’re paying for. Some tax preparers charge a flat fee, while others may have hourly rates or fees based on the complexity of your return. Be clear on what their fees include—does it cover only the tax filing, or will they offer tax planning advice as well?
Ask about additional services, like financial planning or bookkeeping, that might benefit you in the long term. It’s often worthwhile to invest in a preparer who offers broader insights beyond just the basics of tax filing.
Make the Change Before the Year Ends
Finding a new tax preparer takes time, so don’t wait until tax season. Make an informed choice that best suits your current and future needs.
Ready to take the next step? Contact GO Admin Solutions today to learn how we can assist you with tax preparation.
