Tips to Find the Best Tax Consultant
                     Tips To Find 
The Best Tax Consultant
Tips To Find The Best Tax Consultant
• It’s extremely important to be vigilant when you are looking for an accountant that suits 
your need because you will be sharing all your personal information and financial data with 
them. Finance and accounting scams are on the rise and many tax preparers or 
accountants promise unusually high refunds or tax avoidance deals. That’s a red flag. 
• You can look for a tax consultant who asks more questions about your long-term goals and 
financial dreams. Only a thorough diagnosis by a tax professional will lead to major tax 
savings.
• You can contact us for all your accounting needs. We would be happy to help your 
business.
 Tips on finding the right CPA/ Accountant / Tax preparer for you:
• Request for a Preparer Tax Identification Number (PTIN)
This is a first step in identifying a good tax consultant, most of them do not have that one. It 
will be okay to trust someone with a preparer tax identification number compared to just 
anyone out there. A PTIN is a prerequisite for every individual or firm who helps others 
prepare for their federal tax return especially when doing it for a reward from the client. 
However, anyone can request a PTIN online. But having a PTIN, is a step closer to hire one. 
 Tips on finding the right CPA/ Accountant / Tax preparer for you:
• Request for a CPA, Law License or Enrolled Agent Designation
Since it is easy to get a PTIN, you can hire someone that has gone the extra miles to be a 
certified public accountant or a licensed attorney to handle your tax preparation services. 
These individuals go through vigorous training programs to be licensed. So that makes them 
more reliable compared to someone with no additional qualification. It is easy to verify their 
information through online research and state enlisted societies. Most states and IRS will 
have information for such personals in online directories.
 Tips on finding the right CPA/ Accountant / Tax preparer for you:
• Check Federal and State Eligibility
Some states require you to file state taxes as well, it’s important to have someone who is 
eligible in your state and understands the state specific guidelines. Example: State of WA 
does not require State income tax filing however, State of CA has California state income 
taxes. Similarly, for corporates the payroll taxes will differ based on where you hire or where 
you are headquartered and many more federal plus state requirements. So, it’s important to 
have all the requirements in mind when you are looking to hire someone.
 Tips on finding the right CPA/ Accountant / Tax preparer for you:
• Ask if they will be your backup!
Agents with a PTIN can represent you as the IRS is looking onto your case. They might 
represent you on audits, payments and collection matters. Tax preparers with just a PTIN 
won’t be able to represent you whereas agents with a CPA, attorneys and enrolled agents 
can fully represent you. This can guide you into deciding whom to hire for your tax return 
filing based on your requirement or need.
Above all, do not forget to ask for their availability. Even if they fit every criterion, if they are 
not available, it will be challenging for you and this might delay your tax return.
Contact US
• Website : https://usataxx.com/
• Facebook : https://www.facebook.com/usataxxconsultant/
• LinkedIn : 
https://www.linkedin.com/in/usa-taxx-496196194?trk=people_dir
ectory
• Twitter : https://twitter.com/usataxx
• Follow us on Instagram : usataxx