Tax season brings its fair share of chaos. Pop-up tax shops appear overnight, flashy ads promise quick refunds, and software companies claim they can handle everything in minutes. With so many options, choosing a tax preparer you can truly trust can feel overwhelming. One thing remains constant, however: No matter who prepares your return, you are responsible for its accuracy—so choosing wisely is essential.

1. Start with the Basics: Credentials and PTIN

If you’re paying someone to prepare your federal tax return, they must have a valid IRS-issued preparer tax identification number (PTIN). This is a legal requirement, not a courtesy. A PTIN confirms the preparer is registered with the IRS and authorized to prepare returns for compensation. If a preparer refuses to share their PTIN or doesn’t include it on signed returns, that’s a clear red flag.

Credentials also matter. Certified public accountants (CPAs), enrolled agents (EAs), and tax attorneys undergo rigorous training and testing—and, importantly, they can represent you before the IRS if questions or issues arise.

2. Match Experience to Your Financial Life

Tax preparation isn’t one-size-fits-all. A preparer who focuses on simple W-2 returns may not be the best choice if you’re self-employed, own rental property, or experienced a major life change such as marriage, divorce, or the birth of a child. Ask whether they regularly work with clients in situations similar to yours. Relevant experience helps ensure deductions aren’t missed and costly mistakes are avoided.

3. Demand Clear, Upfront Pricing

Reputable tax preparers are transparent about fees before work begins. Be cautious of anyone who charges based on a percentage of your refund or guarantees unusually large results without reviewing your documents. Fees should reflect the complexity of your return—not the outcome. Clear pricing upfront helps prevent unpleasant surprises later.

4. Look Beyond April 15

Tax questions don’t always end on filing day. IRS notices, documentation requests, or future planning needs can arise months later. A strong tax preparer offers year-round availability, reviews your return with you before filing, and remains accessible when questions come up.

Choosing a tax preparer isn’t just about convenience or speed—it’s about accuracy, protection, and peace of mind. By focusing on credentials, relevant experience, transparent pricing, and ongoing support, you’ll set yourself up for a smoother tax season and fewer headaches throughout the year.