10/20/2026
Your tax return deserves more than someone who simply enters numbers into software. Choosing the right tax preparer can help you file accurately, protect your personal information, and understand your tax situation.
Before choosing a tax professional, remember these 7 important tips:
✅ 1. Check Their Credentials
Ask about their PTIN and any relevant professional credentials, such as Enrolled Agent (EA), CPA, or attorney status.
✅ 2. Look for Relevant Experience
Choose someone familiar with your tax situation, whether you have dependents, self-employment income, rental property, or other tax considerations.
✅ 3. Ask Questions
A professional preparer should explain the process clearly and answer your questions.
✅ 4. Understand the Fees
Ask about preparation fees upfront. Be cautious if fees are based on a percentage of your refund.
✅ 5. Protect Your Information
Your Social Security number, income records, and bank details are sensitive. Make sure your preparer takes data security seriously.
✅ 6. Watch Out for Red Flags
Avoid preparers who promise a guaranteed refund, encourage false deductions, or ask you to sign a blank return.
✅ 7. Review Before Filing
Take time to review your return, ask questions about anything you don't understand, and make sure you receive a copy.
Remember: The right tax preparer focuses on accuracy, ethical service, confidentiality, and the tax benefits you're legally entitled to—not simply the biggest refund.
📩 Need tax education or professional guidance? Connect with ASHTAX Partners to learn more about our tax services and training opportunities.
ASHTAX Partners
📞 205-305-5756
🌐 ashtaxpartners.com
