Before You Hire a Tax Professional

This checklist collects the steps that prevent most hiring problems. Work through it in order: verify who you are dealing with, agree on price and scope in writing, prepare your records, and review the return before it is filed.

Print the list or keep it open while you speak with prospective professionals. The first group protects you from unqualified or fraudulent preparers, because anyone paid to prepare a federal return must have a Preparer Tax Identification Number and sign the return. The second group is about price clarity: the most common disputes arise when the engagement letter does not say what is included.

The records group saves money directly. A preparer who receives organized documents spends fewer hours, and an hourly bill drops accordingly. The final group matters even after you hire someone, because you remain legally responsible for the accuracy of your return.

The checklist is general guidance. Your situation, such as business ownership, foreign accounts or a notice from the IRS, may require additional steps and the advice of a licensed professional.