So… it’s tax season again.
Cue the stress sweats, calculators, and that one folder you swear had your W-2 in it last year. If you’re sitting there Googling “find a tax professional near me,” you’re already doing something right. But how do you actually choose someone? And what should you ask them before handing over all your financial info?
Let’s break this down in a no-nonsense way.
1. Start with Proximity, But Don’t Let That Be the Only Factor
Yes, convenience matters. A tax pro within a 10-15 minute drive is ideal—especially if you hate email threads or prefer face-to-face convo. But don’t just go with the one closest to your house just because they’re close. That’s like picking a babysitter because they live next door, not because they’re good with kids.
Instead:
- Use Google Maps, Yelp, or the IRS directory of credentialed tax preparers.
- Look for reviews, credentials, and how long they’ve been in business.
2. Know the Lingo (So You Don’t Get Played)
Not all “tax professionals” are created equal. Here’s a quick breakdown:
- CPA (Certified Public Accountant) – Licensed, can do complex taxes and represent you in front of the IRS. Great if you own a biz or have investments.
- EA (Enrolled Agent) – IRS-certified, can also represent you. Typically more tax-focused than CPAs.
- Tax Preparer – Can file your taxes but may not be certified. Ask about their experience and training.
If someone avoids the question or seems shady about their qualifications? ✨ Bye ✨
3. Ask These Questions Before You Commit
Before you say yes to anyone, ask these:
- How long have you been preparing taxes?
- What certifications do you have?
- What’s your process—can I email documents, or do I need to come in?
- How do you determine your fees? Flat rate or hourly?
- Will you be available if I get audited?
- Can you help with state and federal returns?
These questions tell you three things: their experience, how professional they are, and if they’ll ghost you the second tax season ends.
4. Understand the Fees (Before You’re Hit with a Surprise Bill)
There’s no such thing as one-size-fits-all pricing here.
Some tax pros charge a flat fee—say $150 to $500+ depending on complexity. Others charge hourly—anywhere from $75 to $300/hour.
If they say “price varies,” ask for a ballpark estimate based on your situation. And ALWAYS ask if they e-file and if that’s included in the price.
5. Red Flags to Watch For
🚩 They promise you a giant refund without even seeing your documents.
🚩 They base fees on a percentage of your refund. (That’s a big no-no.)
🚩 They ask you to sign a blank return or won’t let you review it.
🚩 They refuse to give you a copy of your return.
Nope. Hard pass.
6. Final Tip: Trust Your Gut
If someone makes you feel rushed, confused, or makes it seem like your questions are annoying—trust your instincts. A good tax pro will explain things clearly and easy to understand, not talk down to you, and respect your concerns.
You want someone local and legit. Ask smart questions, understand the fees, check credentials, and don’t ignore red flags. Taxes are stressful enough—your tax preparer shouldn’t be.
If you need someone to help you with your taxes, and are near or around Moreno Valley, CA – please don’t hesitate to fill out our form, or give us a call: 951-842-1555
