How to Find the Best Tax Preparers: A Complete Guide

Tax season is either something people dread or something they look forward to each year. While your income and other financial circumstance play a large role this, your tax preparer can also affect your experience.

For example, the best tax preparers are well-versed in tax law and know exactly how to save you money. In many cases, the difference between a good and bad tax preparer can mean getting money back versus owing Uncle Sam.

Therefore, you’re probably wondering, “How can I find the best tax preparers near me?”

Great question. Keep reading for everything you need to know about hiring tax preparation services.

Get Recommendations

Let’s start by talking about the type of tax preparation services you need. For example, personal taxes, while annoying, are relatively simple compared to business taxes.

Talk to people you know to get recommendations based on the types of tax services you need, whether they’re other employees or other business owners. For example, another business owner might know the best tax preparers in town for small businesses.

Consider Tax Preparation Fees

Next, you’re probably concerned about saving money on your taxes. While hiring the cheapest tax preparer might seem like a good way to save money, it will probably cost you money in the long run. They may not have the experience and expertise necessary to help you find valuable tax credits and write-offs.

We recommend finding highly qualified tax preparation services online. Outsourcing your taxes through companies like can help you save money without compromising on quality.

Find Client Reviews

The best tax preparers will have client reviews to prove their credibility. Before hiring a company or tax preparer, look at their website to find online reviews. These testimonials might also be found on their social media pages.

If you can’t find client reviews from either of these sources, go to Google and search for reviews using the tax preparer or company name. You should be able to learn a lot about what other people think of their services.

For example, do they help most of their clients save/make money on their taxes? Do the tax preparers seem to have a lot of knowledge and expertise surrounding tax law? What about their communication skills?

Ask About Availability

Finally, if you’ve procrastinated filing your taxes and the deadline is coming up, the best tax preparers for you are the ones who can fit you in as soon as possible. The IRS levies some hefty fines for filing your taxes late. The last thing you want to do is spend a few hundred extra dollars for falling behind.

Talk to potential tax preparation services to find out how soon they can meet with you and how long it will take for them to complete your taxes. If time is of the essence, you can’t afford to wait several weeks to take care of business.

Looking for the Best Tax Preparers?

Clearly, there is a lot to consider when searching for tax services to handle your personal or business taxes. Use our tax preparer guide to vet your options and find the best tax preparers online or in person.

And if you want more lifestyle tips, business advice, or financial guidance, you’re in the right place. Take a look at some of our other articles while you’re here to find ways to improve your life, save money, and become more successful.

Read more: The Best CPA Firm in Roseville


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