Tax filing is more than just an annual task to check off your list. It is an opportunity to ensure your financial records are accurate, organized, and aligned with your long term goals. While tax season can sometimes feel like one more responsibility to manage, it is also a chance to pause and make sure your financial foundation is solid. The professional you choose to prepare your return should bring clarity, professionalism, and careful attention to detail. When you understand what to look for, the decision feels far less overwhelming and you can move forward with confidence, knowing your return is being handled thoughtfully and correctly.
Here are four key things to look for when selecting a tax preparer you can trust.
Start with the Basics: Credentials and PTIN
If you are paying someone to prepare your federal tax return, they must have a valid IRS issued Preparer Tax Identification Number, also known as a PTIN. This is not optional. A PTIN confirms the preparer is registered with the IRS and authorized to prepare returns for compensation. If someone refuses to provide their PTIN or does not include it on your signed return, that is a clear red flag.
Credentials matter just as much. Certified Public Accountants, Enrolled Agents, and tax attorneys complete extensive training and ongoing education. Even more importantly, they are authorized to represent you before the IRS if questions arise. That added layer of qualification provides meaningful protection.
Match Their Experience to Your Financial Life
Tax preparation is never one size fits all. A professional who primarily handles straightforward W2 returns may not be the best fit if you are self employed, own rental property, recently bought or sold real estate, or experienced a major life change like marriage or welcoming a child.
Ask who they typically work with. Do they regularly serve business owners, investors, or homeowners? Relevant experience helps ensure deductions are not missed, credits are not overlooked, and costly mistakes are avoided.
The closer their expertise aligns with your financial situation, the more confident you can feel in the final result.
Insist on Clear, Upfront Pricing
A trustworthy tax preparer is transparent about fees before work begins. Pricing should reflect the complexity of your return, not the size of your refund.
Be cautious of anyone who charges based on a percentage of your refund, promises unusually large results without reviewing your documents, or avoids clearly explaining their fee structure.
Upfront clarity builds trust and prevents surprises later.
Look Beyond Filing Day
Tax filing day is not always the end of the story. IRS letters, follow up questions, or future planning needs can surface months later. A strong tax professional remains available year round and takes time to review your return with you before filing.
Ask whether they provide support after tax season and how they handle IRS notices. Ongoing accessibility can make a significant difference if issues arise.
At the Lonestar Living Team, we believe informed decisions create confident homeowners. While our focus is real estate, we understand that your financial strategy plays a key role in the bigger picture. Taking the time to choose the right tax professional is another important step in protecting your investment and planning wisely for the future.
